CW
CFP
CW
CFP

Curtis Wright

25 Years of Experience
Smyrna, GA
BrokerSells Insurance

Curtis Wright is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Smyrna, GA, with 25 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3020 Highlands Pkwy Se, Ste B, Smyrna, GA, 30082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Curtis is the owner of Wright Financial Group, LLC, involved in insurance and financial product sales, and works as an independent insurance agent. He also trains teens on financial literacy, including budgeting for auto and homeowner's insurance, dedicating minimal time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 2017 - June 2021 · 4 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
October 2002 - January 2004 · 1 yr 3 mos
Allstate Financial Services, LLCBroker
February 2001 - October 2002 · 1 yr 8 mos
State Registrations13 states
ALCADEFLGAHIIANCNJNYOHSCTX
AdvisorBrokerBoth

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
No exam information available for this advisor.