Elizabeth Wright is a CFP-designated registered investment advisor, based in Oakdale, CA, with 14 years of industry experience.
Location
Oakdale, CA
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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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Elizabeth works in wholesaler support for Equity Marketing Group, dedicating full-time hours to this activity. This activity is not investment-related.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
April 2024 - Present · 2 yrs 1 mo
Arete Wealth Management, LLC
April 2024 - Present · 2 yrs 1 mo
Arete Wealth Management, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Vance Capital Management, LLC
January 2018 - December 2018 · 11 mos
Moloney Securities Asset Management LLC
October 2017 - April 2024 · 6 yrs 6 mos
Moloney Securities CO., INC.Broker
June 2016 - April 2024 · 7 yrs 10 mos
Ridgeway & Conger, INC.Broker
September 2014 - May 2016 · 1 yr 8 mos
Vance Capital Management, LLC
March 2012 - December 2017 · 5 yrs 9 mos
State Registrations1 state
CA
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.