RW
Robert C. Wright
PCG WEALTH MANAGEMENT
Excelsior Springs, MO 64024
Some features on this profile are disabled
CRD#: 2570342
RW
Professional summary
Robert Charles Wright, CFP®, who also goes by Robert Charles Wright Jr, Robert Charles Wright, Robert Wright, is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Excelsior Springs, Missouri and LPL FINANCIAL LLC located in Excelsior Springs, Missouri.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Charles Wright Jr | Robert Charles Wright | Robert Wright
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 05/14/2019 - PCG WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ OVERLAND PARK, KS 2. 08/12/2019 - RCW Wealth Management - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:08/01/2019 - 160 hrs/mo - 8 hrs during trading. 3. 9/3/2019 - PCG Wealth Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/28/2019 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in August 2019. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 9/10/2019 - WealthSprings, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/28/2019 - 40 Hours Per Month During Securities Trading. 5. 9/10/2019 - PCG Wealth Advisors LLC - DBA: WealthSprings, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/03/2019 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in August 2019. I expect to spend approximately 160 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 3/19/2020 - Insurance Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producing Agent - Started 03/13/2020 - 8 Hours Per Month During Securities Trading. 7. 08/21/2022 - Divitiae LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 08/09/2022 - 2 Hours Per Month/2 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Charles Wright's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 26, 2019 - Present
PCG WEALTH MANAGEMENT
Office #1: 118 Spring Street, Excelsior Springs, MO 64024RIA
CRD#: 290977
Excelsior Springs, MO
Current
May 14, 2019 - Present
LPL FINANCIAL LLC
Office #1: 118 Spring Street, Excelsior Springs, MO 64024RIA
BD
CRD#: 6413
Excelsior Springs, MO
Past
May 14, 2019 - January 23, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
OVERLAND PARK, KS
Past
March 19, 2019 - March 28, 2019
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTLAKE VILLAGE, CA
Past
January 13, 1999 - December 13, 2017
WADDELL & REED
RIA
CRD#: 866
OVERLAND PARK, KS
Past
December 14, 1994 - December 13, 2017
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/22/2019)
RR
Arizona(5/16/2019)
RR
Arkansas(5/28/2019)
RR
California(5/5/2022)
RR
Colorado(7/3/2019)
RR
Connecticut(9/3/2020)
RR
Florida(5/15/2019)
RR
Georgia(6/3/2019)
RR
Hawaii(5/5/2020)
RR
Illinois(6/12/2019)
RR
Indiana(5/23/2019)
RR
Iowa(5/24/2024)
RR
Kansas(5/15/2019)
IAR
Kansas(1/22/2020)
RR
Kentucky(5/28/2019)
RR
Maryland(8/14/2019)
RR
Minnesota(10/16/2024)
RR
Missouri(5/15/2019)
IAR
Missouri(8/26/2019)
RR
Nebraska(6/12/2019)
RR
Nevada(5/28/2019)
RR
New Jersey(6/19/2019)
RR
New Mexico(5/17/2019)
RR
New York(5/15/2019)
RR
North Carolina(5/24/2019)
RR
Ohio(5/14/2019)
RR
Oklahoma(5/17/2019)
RR
Oregon(8/13/2019)
RR
Pennsylvania(5/15/2019)
RR
South Carolina(11/15/2021)
RR
South Dakota(5/17/2022)
RR
Texas(5/17/2019)
IAR
Texas(1/24/2020)
RR
Utah(5/16/2019)
RR
Virginia(5/15/2019)
RR
Washington(5/16/2019)
RR
Wisconsin(5/17/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5700 W. 112th Street, Suite 120, Overland Park, KS 66211
Mailing Address
Phone number
(913) 323-3112
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 765,458,126 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
