Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lamont Wright is an investment advisor representative with Advocacy Wealth Management, LLC located in Atlanta, GA. Robert Wright is a Certified Financial Planner™ and has been in the industry since December 2014. He holds the Series 7, Series 63, and Series 66 securities licenses and the SIE exam. Robert Wright has previously been employed by E*TRADE Securities LLC and Fidelity Brokerage Services 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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GA
02/01/2022 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
GA
02/06/2020 - 01/27/2022
E*TRADE SECURITIES LLC (Alpharetta GA)
GA
12/09/2014 - 02/20/2020
FIDELITY BROKERAGE SERVICES LLC (ALPHARETTA GA)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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