Glen E. Wright

WORTH ADVISORS

Charlotte, NC 28203

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CRD#: 4162790

Professional summary

Glen Edward Wright II, AIF®, CFP®, who also goes by Glen Edward Wright II, is a registered financial advisor currently at WORTH ADVISORS located in Charlotte, North Carolina.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Glen has worked at 7 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glen Edward Wright Ii

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.

WORTH FINANCIAL ADVISORY GROUP IS ALSO A REGISTERED INSURANCE AGENCY SINCE 01/2002; THIS SEGMENT OF THE BUSINESS IN FOCUSED ON INSURANCE AND NOT INVESTMENT ADVISORY SERVICES. SAME ADDRESS AND OWNERSHIP.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Edward Wright II's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

March 21, 2011 - Present

WORTH ADVISORS

Office #1: 2020 S. Tryon Street Suite 2b, Charlotte, NC 28203

RIA

CRD#: 156564

Charlotte, NC

Past

September 16, 2010 - March 24, 2011

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

CHARLOTTE, NC

Past

September 16, 2010 - March 24, 2011

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

CHARLOTTE, NC

Past

April 12, 2007 - September 17, 2010

EQUITAS AMERICA, LLC

RIA

CRD#: 39806

SOUTHFIELD, MI

Past

December 15, 2005 - September 17, 2010

EQUITAS AMERICA, LLC

CRD#: 39806

SOUTHFIELD, MI

Past

January 28, 2004 - October 4, 2005

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

BRENTWOOD, TN

Past

July 24, 2003 - October 4, 2005

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Past

May 6, 2002 - July 25, 2003

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

May 4, 2000 - May 15, 2002

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

WORTH ADVISORS

PATRICK LYNCH FINANCIAL | WORTH FINANCIAL ADVISORY GROUP, LLC | WORTH FINANCIAL ADVISORY GROUP LLC | WORTH FINANCIAL ADVISORY GROUP | WORTH ADVISORS

CRD#: 156564 / SEC#: 801-120877

RIA

Registered Investment Advisory firm - (4/21/2021 Approved)

Michigan

Registered Investment Advisory firm - (4/26/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (4/26/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (4/28/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/21/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/16/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/30/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/3/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/3/2006

General Securities Principal Examination

Current Firm

WORTH ADVISORS

PATRICK LYNCH FINANCIAL | WORTH FINANCIAL ADVISORY GROUP, LLC | WORTH FINANCIAL ADVISORY GROUP LLC | WORTH FINANCIAL ADVISORY GROUP | WORTH ADVISORS

CRD#: 156564 / SEC#: 801-120877

RIA

Registered Investment Advisory firm - (4/21/2021 Approved)

Michigan

Registered Investment Advisory firm - (4/26/2021 Terminated)

North Carolina

Registered Investment Advisory firm - (4/26/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (4/28/2021 Terminated)

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Contact information

Main Address

2020 S. Tryon Street Suite 2b, Charlotte, NC 28203

Mailing Address

Phone number

(704) 731-0121

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/26/2025)

Regulatory assets under management

Total Number of Accounts	1,370
AUM (Assets Under Management)	$ 232,915,337

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.

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Advisor Monitoring

Firm Stability Insights

Glen E. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Edward Wright II's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

EQUITAS AMERICA, LLC

EQUITAS AMERICA, LLC

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

THE O.N. EQUITY SALES COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

WORTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2002

Series 63

Date: 5/16/2000

Series 7

Date: 9/30/2002

Series 6

Date: 5/3/2000

Series 24

Date: 4/3/2006

Current Firm

WORTH ADVISORS

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WORTH ADVISORS

TRUST BUT VERIFY

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