Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Wright is an active Registered Investment Advisor (RIA) with 38 years of experience in the industry. William is a Certified Financial Planner™ and specializes in helping individuals, families, and businesses create a financial plan for their future. He is also an expert in providing financial advice to those in the insurance industry. William currently works with TLG Advisors, Inc., which offers financial planning, portfolio management, and pension consulting services. In addition to TLG Advisors, Inc., William has previously worked with several other companies, including VOYA FINANCIAL ADVISORS, INC. and JEFFERSON PILOT SECURITIES CORPORATION. William's experience and expertise make him a valuable resource for those seeking financial guidance.
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.
Placement of institutional funds
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
06/07/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
04/03/2007 - 06/29/2021
VOYA FINANCIAL ADVISORS, INC. (FOOTHILL RANCH CA)
CA
03/21/1998 - 04/03/2007
JEFFERSON PILOT SECURITIES CORPORATION (LAKE FOREST CA)
SC
06/16/1997 - 03/25/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
01/18/1988 - 06/24/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
01/18/1988 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
05/10/1984 - 11/23/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
05/10/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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