Andrew Wright (CRD# 7077546) is an Investment Advisor Representative working at Prudential Financial Planning Services in Uniontown, OH and has over 4 years of experience in the finance industry.
CRD# 5192091
Charles Schwab & Company, Inc.
CRD# 6535471
Commonwealth Financial Network
CRD# 4629095
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Uniontown, OH | May 2019 - Current | 5 |
| Pruco Securities, LLC | Uniontown, OH | Feb 2019 - Current | 5 |
| Cleveland Clinic | Uniontown, OH | Jun 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- OH
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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