Leonard Wright
Leonard Wright is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in San Diego, CA, with 28 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
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.