William Wright is a CFP-designated registered investment advisor, based in Summit, NJ, with 41 years of industry experience.
Location
475 Springfield Ave, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is involved in several outside business activities. These include business development and wholesaling of life insurance, annuities, long-term care, and disability insurance, working as an insurance agent, serving as an IAR representative, and marketing for an eldercare referral service.
Employment History
Current Registrations
The Leaders Group, INC.
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Transamerica Financial Resources, INC.Broker
Transamerica Securities Sales CorporationBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.