William O. Wright
Professional summary
William Owen Wright, CFP®, who also goes by Bill Wright, William Owen Wright III, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Kapaa, Hawaii and INFINITY FINANCIAL SERVICES located in Kapaa, Hawaii.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1976. William has worked at 19 firms and has passed the Series 66, Series 63, SIE, Series 5, Series 7, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Owen Wright's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1980
Experience
April 20, 2020 - Present
INFINITY FINANCIAL SERVICES ADVISORY
August 24, 2015 - Present
INFINITY FINANCIAL SERVICES
January 25, 2016 - December 31, 2020
INFINITY FINANCIAL SERVICES
February 25, 2015 - June 5, 2015
WALL STREET FINANCIAL GROUP, INC.
February 18, 2015 - June 5, 2015
WALL STREET FINANCIAL GROUP, INC.
December 12, 2014 - January 21, 2015
CREATIVE FINANCIAL DESIGNS, INC.
November 11, 2014 - January 21, 2015
CFD INVESTMENTS, INC.
December 20, 2013 - July 24, 2014
GIRARD SECURITIES, INC.
January 3, 2011 - December 12, 2013
GIRARD SECURITIES, INC.
November 16, 2010 - July 24, 2014
GIRARD SECURITIES, INC.
October 31, 2005 - October 6, 2010
OSAIC SERVICES, INC.
October 31, 2005 - October 6, 2010
OSAIC SERVICES, INC.
April 29, 1998 - October 31, 2005
SENTRA SECURITIES CORPORATION
April 3, 1997 - October 31, 2005
SENTRA SECURITIES CORPORATION
May 14, 1996 - April 2, 1997
SII INVESTMENTS, INC.
March 19, 1996 - April 19, 1996
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
January 9, 1995 - February 23, 1996
FIRST ALLIED SECURITIES, INC.
May 31, 1989 - August 29, 1995
FIRST AFFILIATED SECURITIES
June 3, 1987 - May 9, 2014
GUIDANCE FINANCIAL CONSULTANTS, INC.
December 2, 1982 - May 31, 1989
FIRST AFFILIATED SECURITIES, INC.
October 29, 1981 - June 21, 1982
LEHMAN BROTHERS INC.
May 6, 1981 - October 21, 1981
FIRST MID-AMERICA INC.
September 26, 1978 - March 12, 1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 6, 1978 - May 28, 1981
PRUDENTIAL EQUITY GROUP, LLC
July 22, 1976 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
Primary Firm SEC Registration
INFINITY FINANCIAL SERVICES ADVISORY
CRD#: 304981 / SEC#: 801-117719
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/24/2015)
(5/12/2020)
(9/23/2015)
(3/20/2017)
(5/10/2016)
Exams
Series 5
Date: 10/17/1981
Interest Rate Options ExaminationFINRA
Current Firm
INFINITY FINANCIAL SERVICES ADVISORY
CRD#: 304981 / SEC#: 801-117719
Contact information
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 918 |
| AUM (Assets Under Management) | $ 150,097,662 |
Red Flags
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