Anthony Wright (CRD# 6290025) is an Investment Advisor Representative working at Creekmur Asset Management, LLC in Morton, IL and has over 4 years of experience in the finance industry.
CRD# 4746685
Rp Zeigler Investment Services
CRD# 1047258
Robert W. Baird & Company Incorporated
CRD# 3039582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Creekmur Asset Management, LLC | Morton, IL | May 2024 - Current | < 1 |
Retirement Specialty Group / Self | Sparta, TN | Jan 2013 - Current | 11 |
Retirement Specialty Group, Inc. | Cookeville, TN | May 2021 - May 2024 | 3 |
Optivise Advisory Services | Franklin, TN | Jan 2020 - Sep 2021 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
- TN
- TX
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Total Assets Under Management411MILLIONS
-
Total Number of Accounts3,152ACCOUNTS
-
Average Account Value$130,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AZ, CA, CO, FL, IL, IN, MI, MO, NC, OH, TN, TX
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