Unclaimed Profile

Robert Douglas Wright

SOUTHWEST INVESTMENT ADVISORS, INC.·TUCSON, Arizona

SIE, Series 7, Series 31, Series 63, Series 66Clean record25 years registeredSOUTHWEST INVESTMENT ADVISORS, INC.

7594 N. LA CHOLLA BLVD., TUCSON, AZ 85741CRD# 2502918Firm CRD# 117052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Douglas Wright · TUCSON, AZ

Registration

CRD #2502918 · SOUTHWEST INVESTMENT ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOUTHWEST INVESTMENT ADVISORS, INC.

SCHANNEP INVESTMENT ADVISORS, INC.

Aug 2001 – Dec 2005

TUCSON, AZ

SOUTHWEST INVESTMENT ADVISORS, INC.

Aug 2001 – Mar 2021

TUCSON, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · August 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOUTHWEST INVESTMENT ADVISORS, INC.

CRD 117052 · SEC 801-114643

AUM

$209M

Regulatory assets under management

Employees

883 client accounts

Services offered by SOUTHWEST INVESTMENT ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SOUTHWEST INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Douglas Wright offer?

Robert Douglas Wright specializes in Financial Planning, Investment Management.

What are Robert Douglas Wright's credentials?

Robert Douglas Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Douglas Wright located?

Robert Douglas Wright is based in TUCSON, Arizona, last registered with SOUTHWEST INVESTMENT ADVISORS, INC..

How does Robert Douglas Wright charge for services?

Robert Douglas Wright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOUTHWEST INVESTMENT ADVISORS, INC.?

SOUTHWEST INVESTMENT ADVISORS, INC. has approximately 3 employees and manages $209M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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