Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Gregory Wright is a financial advisor with Raymond James Financial Services Advisors, Inc. James Wright has been in the financial industry since 2012. James Wright is licensed to provide financial services in Alabama, Florida, Georgia, Illinois, Maryland, Michigan, Missouri, New York, North Carolina, Pennsylvania, Tennessee, and Texas. James Wright has a Series 7 and Series 66 license and is registered with FINRA. James Wright offers various financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. James Wright is also the owner of Wright Wealth Management, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
09/19/2024 - Present
Raymond James Financial Services Advisors, Inc. (Leesburg GA)
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure James Wright is the right advisor for you? Invested Better is here to help.
