George Wright
George Wright is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
411 Scotland Street, Williamsburg, VA, 23185
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is a financial advisor and owner at Legacy Financial Group, dedicating about half of his time to this role. He also serves on the Endowment Investment Committee for St. Martin Episcopal Church, providing investment guidance and dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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