Unclaimed Profile

Glen Edward Wright

WORTH FINANCIAL ADVISORY GROUP, LLC·CHARLOTTE, North Carolina

Series 6, Series 7, Series 24, Series 63, Series 66Clean record22 years registeredWORTH FINANCIAL ADVISORY GROUP, LLC

2020 S. TRYON STREET, CHARLOTTE, NC 28203CRD# 4162790Firm CRD# 156564

Profile Verification

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

Identity

Glen Edward Wright · CHARLOTTE, NC

Registration

CRD #4162790 · WORTH FINANCIAL ADVISORY GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WORTH ADVISORS

Mar 2011 – present

SUMMIT FINANCIAL GROUP INC

Sep 2010 – Mar 2011

CHARLOTTE, NC

EQUITAS AMERICA, LLC

Apr 2007 – Sep 2010

SOUTHFIELD, MI

INVESTMENT ADVISORS

Jan 2004 – Oct 2005

BRENTWOOD, TN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 28, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORTH FINANCIAL ADVISORY GROUP, LLC

CRD 156564 · SEC 801-120877

AUM

$179M

Regulatory assets under management

Employees

1,210 client accounts

Services offered by WORTH FINANCIAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORTH FINANCIAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Glen Edward Wright offer?

Glen Edward Wright specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Glen Edward Wright's credentials?

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

Where is Glen Edward Wright located?

Glen Edward Wright is based in CHARLOTTE, North Carolina, working with WORTH FINANCIAL ADVISORY GROUP, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Glen Edward Wright charge for services?

Glen Edward 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 WORTH FINANCIAL ADVISORY GROUP, LLC?

WORTH FINANCIAL ADVISORY GROUP, LLC has approximately 15 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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