CW
CW

Colin Wright

4 Years of Experience
Roseville, CA
Broker

Colin Wright is a registered investment advisor at First Command Advisory Services, based in Roseville, CA, with 4 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1015 advisors
Number of Clients
113,591 clients
Average Client Portfolio
$215K average
Assets Under Management
$24.4B

Fee Structure

Minimum Investment:$20K

First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.

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Location

2267 Lava Ridge Court, Suite 105, Roseville, CA, 95661

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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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Employment History
Current Registrations
First Command Advisory Services
January 2026 - Present · 8 mos
First Command Brokerage Services, INC.Broker
January 2026 - Present · 8 mos
Previous Registrations
LPL Enterprise, LLC
June 2025 - January 2026 · 7 mos
LPL Enterprise, LLCBroker
June 2025 - January 2026 · 7 mos
VALIC Financial Advisors, INC.
August 2022 - April 2025 · 2 yrs 8 mos
VALIC Financial Advisors, INC.Broker
August 2022 - April 2025 · 2 yrs 8 mos
Jackson National Life Distributors LLCBroker
February 2022 - August 2022 · 6 mos
Allstate Financial Services, LLCBroker
July 2021 - December 2021 · 5 mos
Allstate Financial Advisors, LLC
July 2021 - December 2021 · 5 mos
Edward Jones
June 2019 - December 2019 · 6 mos
Edward JonesBroker
May 2019 - December 2019 · 7 mos
State Registrations17 states
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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.