Unclaimed
Dennis Ray Wright has been in the financial services industry since 1995. Dennis is currently registered with LPL Financial LLC and Wellspring Wealth Management LLC. Dennis has experience with a variety of financial services firms and has a strong background in investment advisory services. Dennis is also a Chartered Financial Consultant.
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
GA
04/24/2018 - Present
LPL Financial LLC (ALPHARETTA GA)
CO
04/20/2016 - 04/13/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
09/08/2009 - 05/09/2016
LPL FINANCIAL LLC (ATLANTA GA)
GA
05/28/2004 - 09/08/2009
ASSOCIATED SECURITIES CORP. (ATLANTA GA)
CT
09/01/2000 - 06/08/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
AZ
05/22/1995 - 09/05/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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