Unclaimed
Samuel Green Wright is an investment advisor representative associated with Empower Advisory Group, LLC. Samuel Wright has been in the industry since October 21, 2016. Samuel Wright has been registered with Empower Advisory Group, LLC since February 4, 2022 and has a current active registration. Prior to Empower Advisory Group, LLC, Samuel Wright was registered with T. Rowe Price Investment Services, Inc. from July 29, 2016 to November 10, 2021. Samuel Wright is licensed to provide investment advice in 52 states. Samuel Wright holds the Series 6, Series 7 and Series 66 securities licenses. Samuel Wright specializes in providing financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
CO
02/04/2022 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
07/29/2016 - 11/10/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 04/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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