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Bobby J. Wright
ADAPTFIRST INVESTMENTS LLC
Kernersville, NC 27284
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CRD#: 7306549
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Professional summary
Bobby J Wright Jr is a registered financial advisor currently at ADAPTFIRST INVESTMENTS LLC located in Kernersville, North Carolina.
Bobby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bobby has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Joe Wright CPA, non-investment related, 109 A East Mountain St, Kernersville, NC 27284, Accounting and Tax Preparation, Formed 2013, President, 40 hours per week Wright Financial Services, investment related, 109 A East Mountain St, Kernersville, NC 27284, Insurance Sales, Financial Planning, and Advisory Business through AdaptFirst Investments LLC, Insurance Agent and IAR, 2021, 2 Hours per month
CRS (Client Relationship Summary) - RIA
Click below to view Bobby J Wright Jr'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
January 5, 2021 - Present
ADAPTFIRST INVESTMENTS LLC
Office #1: 109 East Mountain Street Suite A, Kernersville, NC 27284RIA
CRD#: 289096
Kernersville, NC
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(1/5/2021)
Current Firm
AI
ADAPTFIRST INVESTMENTS LLC
ADAPTFIRST INVESTMENTS LLC | ADAPTFIRST- TAX AND INVESTMENTS
CRD#: 289096 / SEC#:
California
Registered Investment Advisory firm - (2/23/2021 Approved)Florida
Registered Investment Advisory firm - (6/6/2022 Approved)Georgia
Registered Investment Advisory firm - (7/31/2023 Approved)Indiana
Registered Investment Advisory firm - (6/12/2023 Approved)Maryland
Registered Investment Advisory firm - (1/25/2021 Approved)New York
Registered Investment Advisory firm - (10/14/2020 Approved)North Carolina
Registered Investment Advisory firm - (8/9/2017 Approved)Ohio
Registered Investment Advisory firm - (9/1/2020 Approved)South Carolina
Registered Investment Advisory firm - (4/16/2021 Approved)Texas
Registered Investment Advisory firm - (2/16/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Kernersville, NC
Mailing Address
Phone number
(336) 759-0300
Established
Firm type
Fiscal year end
# of Employees
12
Regulatory assets under management
| Total Number of Accounts | 856 |
| AUM (Assets Under Management) | $ 82,650,669 |
Red Flags
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Company Information
ADAPTFIRST INVESTMENTS LLC
CRD#: 289096Kernersville, NC 27284TRUST BUT VERIFY
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