Leonard Wright
Leonard Wright is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in San Diego, CA, with 29 years of industry experience. Leonard is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
655 W Broadway Ste 1700, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 1996Other Business ActivitiesSells Insurance
Leonard is involved with the California Society of CPA's and the AICPA, including committee work and hosting internet chats, dedicating about 10% of his time to one committee. He also engages in outside sales and servicing of insurance products and serves on an advisory committee for a non-profit.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations33 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.
Exams
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