CW
Christopher W. Wright
WRIGHT WEALTH MANAGEMENT GROUP
Prescott, AZ 86305
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CRD#: 4134973
CW
Professional summary
Christopher Warren Wright, who also goes by Chris Wright, is a registered financial advisor currently at WRIGHT WEALTH MANAGEMENT GROUP located in Prescott, Arizona and REALTA EQUITIES, INC. located in Prescott, Arizona.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris 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) FIXED INSURANCE AGENT, SINCE 11/1999, PRESCOTT, AZ, FIXED INSURANCE SALES, WWW.WRIGHTWEALTHMANAGEMENT.COM; DIRECT COMMISSIONS FROM INSURANCE CARRIERS; APPROXIMATELY 5 HOURS PER WEEK DURING NORMAL TRADING HOURS. (2) C.W. WRIGHT FINANCIAL GROUP, REGISTERED BUSINESS NAME WITH STATE USING DBA OF WRIGHT WEALTH MANAGEMENT, START 09/06/06, 3181 CLEARWATER DR, STE A, PRESCOTT AZ 86305, WWW.WRIGHTWEALTHMANAGEMENT.COM, DBA NAME FOR FINANCIAL SERVICES (LICENSED AS AN INVESTMENT ADVISER SINCE 1/31/2011), PRESIDENT, FEE BASED COMPENSATION, 40 HOURS PER WEEK DURING NORMAL TRADING HOURS. (3) LONGRANGE OUTDOORS LLC, PRESCOTT, AZ, START 03/31/2011, SOLE MEMBER, PROVIDE OUTDOOR EDUCATION TO FAMILY, FRIENDS AND YOUTH GROUPS, NON-INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH DURING NON-TRADING HOURS. (4) MALAPAI HOMES AND DEVELOPMENT LLC, PRESCOTT, AZ, START 3/8/2004, OWNER OF BUILDING, USE OF LLC TO HOLD COMMERCIAL BUILDING, LESS THAN ONE HOUR PER WEEK DURING NORMAL TRADING HOURS. (5) STANLEY PROPERTIES LLC, NOT INVESTMENT RELATED, PRESCOTT, AZ, START 3/4/2005, REAL ESTATE INVESTMENTS, LESS THAN ONE HOUR PER MONTH-DURING NON-TRADING HOURS (6) ALTURAS, LLC; START: 12/2023; NOT INVESTMENT RELATED; 3181 CLEARWATER DR STE A PRESCOTT, AZ 86305; FUTURE RENTAL PROPERTIES AND RENTAL VEHICLE ACTIVITY; NO COMPENSATION; 2 HOURS PER MONTH DURING NORMAL TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Warren 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®
NoneExperience
Current
March 27, 2014 - Present
WRIGHT WEALTH MANAGEMENT GROUP
Office #1: 3181 Clearwater Dr Suite A, Prescott, AZ 86305RIA
CRD#: 156184
Prescott, AZ
Current
December 13, 2023 - Present
REALTA EQUITIES, INC.
Office #1: 3181 Clearwater Drive Suite A, Prescott, AZ 86305BD
CRD#: 23769
Prescott, AZ
Past
June 7, 2010 - December 1, 2023
CENTER STREET SECURITIES, INC.
BD
CRD#: 26898
PRESCOTT, AZ
Past
April 14, 2008 - June 4, 2010
CETERA ADVISORS LLC
RIA
CRD#: 10299
PRESCOTT, AZ
Past
September 5, 2006 - June 4, 2010
CETERA ADVISORS LLC
BD
CRD#: 10299
PRESCOTT, AZ
Past
September 30, 2003 - September 8, 2006
LPL FINANCIAL LLC
BD
CRD#: 6413
PRESCOTT, AZ
Past
March 20, 2000 - October 1, 2003
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
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(2/13/2024)
RR
Alaska(1/26/2024)
IAR
Arizona(2/11/2015)
RR
Arizona(1/24/2024)
RR
California(12/13/2023)
RR
Colorado(2/2/2024)
RR
Florida(12/19/2023)
RR
Idaho(11/20/2024)
RR
Indiana(2/19/2024)
RR
Michigan(1/26/2024)
RR
Nevada(2/8/2024)
RR
North Carolina(8/30/2024)
RR
Oregon(12/20/2023)
IAR
Texas(4/3/2019)
RR
Texas(2/13/2024)
RR
Utah(2/5/2025)
RR
Wisconsin(2/12/2024)
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
WW
WRIGHT WEALTH MANAGEMENT GROUP
C.W. WRIGHT FINANCIAL GROUP LLC | WRIGHT WEALTH MANAGEMENT GROUP | WRIGHT WEALTH ADVISORS LLC
CRD#: 156184 / SEC#:
Arizona
Registered Investment Advisory firm - (1/31/2011 Approved)California
Registered Investment Advisory firm - (1/9/2020 Terminated)Texas
Registered Investment Advisory firm - (4/3/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3181 Clearwater Dr Suite A, Prescott, AZ 86305
Mailing Address
Phone number
(928) 777-0446
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
WRIGHT WEALTH MANAGEMENT GROUP
CRD#: 156184Prescott, AZ 86305TRUST BUT VERIFY
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