Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Clifton Wright is a financial professional with over 44 years of experience in the industry. Charles is currently registered with LPL Financial LLC. Charles has previously been registered with CROWN CAPITAL SECURITIES, L.P., MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., RANDELL SECURITIES, INC., and SHEARSON LEHMAN BROTHERS INC. Charles has passed the Series 63, Series 24, SIE, Series 15, Series 5, and Series 7 exams. Charles is currently licensed in Arkansas, Mississippi, Missouri, North Carolina, and Tennessee. Charles specializes in portfolio management for individuals and businesses, financial planning, and educational seminars. Charles also offers consulting and other non-discretionary advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AR
05/01/2024 - Present
LPL Financial LLC (Prairie Grove AR)
AR
09/29/2000 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (Prairie Grove AR)
MA
03/31/1999 - 09/29/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
09/10/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/07/1986 - 09/17/1991
RANDELL SECURITIES, INC.
NA
12/15/1979 - 05/19/1986
SHEARSON LEHMAN BROTHERS INC.
BC
Issued 03/11/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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