Peter Higgins Wright
Professional Summary
Peter Higgins Wright is a registered financial advisor currently at ANDERSON LENEAVE & CO. located in Charlotte, North Carolina. Peter is registered as a RR (Registered Representative) and started their career in finance in 2013. Peter has worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
ANDERSON LENEAVE & CO. | BISHOP ANDERSON LENEAVE & CO.
Contact Information
Main Address
6805 Carnegie Blvd., Suite 210, Charlotte, NC 28211Mailing Address
6805 Carnegie Blvd., Suite 210, Charlotte, NC 28211Phone Number
(704) 552-9212Established
North Carolina since 08/04/1998Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/21/2013)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Feb 2013About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Peter Higgins Wright's CRS (Customer Relationship Summary).
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