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Warren Wright

28 Years of Experience
Washington, DC
Broker

Warren Wright is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1717 Pennsylvania Ave Nw, Suite 1050, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Warren acts as a trustee/successor trustee for a marital trust set up for his mother, along with his brother Neil. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2014 - Present · 12 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Morgan Stanley
June 2009 - March 2014 · 4 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2014 · 4 yrs 9 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC.Broker
January 2008 - June 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1998 - January 2008 · 9 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - January 2008 · 9 yrs 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Warren Wright - Financial Advisor | TrueAdvisor