Virginia Wright
Virginia Wright is a registered investment advisor at Osaic Wealth, INC., based in Oklahoma City, OK, with 31 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
7040 Forestree Ln, Oklahoma City, OK, 73150
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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
Virginia is an independent insurance representative selling disability, health, and long-term care insurance, dedicating about a quarter of her time. She is also a partner at Legacy Investment Services, involved in sales and service of traditional fixed insurance products, spending about 10-20% of her time. Additionally, Virginia spends a significant amount of time working for Wright Tractors, a small family business, performing clerical tasks.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Allstate Financial Services, LLCBroker
Washington Square Securities, INC.Broker
Copeland Equities, INC.Broker
State Registrations7 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.