Desiree Wrigley (CRD# 5131029) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Greenwood, IN and has over 3 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Financial Designs | Greenwood, IN | Mar 2019 - Current | 5 |
| Chicos | Greenwood, IN | Mar 2018 - Jun 2020 | 2 |
| Meijer | Franklin, IN | May 2018 - Mar 2019 | < 1 |
| Ann Taylor Factory | Edinburgh, IN | Dec 2015 - Mar 2018 | 2 |
| Unemployed | Franklin, IN | Jan 2015 - Nov 2015 | < 1 |
| Wells Fargo Advisors Financial Network LLC | Greenwood, IN | Nov 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- IN
-
Total Assets Under Management2,082MILLIONS
-
Total Number of Accounts12,377ACCOUNTS
-
Average Account Value$168,226
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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