Natalie Wright is a registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 9 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
12711 N. Meridian Street, Carmel, IN, 46032
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Regulatory History
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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Natalie works as a Direct Support Professional for Viaquest, providing healthcare services, and as an Elderly Caregiver for Home Instead. These activities take about half of Natalie's time and are not investment-related.
Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
New York Life Investment Management LLC
Nylife Distributors LLCBroker
Wells Fargo Advisors
Wells Fargo AdvisorsBroker
State Registrations14 states
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