Graham
Wright
Infinex Investments, Inc
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About this Advisor
Graham Wright is a certified financial planner working in Walnut Creek, California with 6 years of relevant experience. Wright is an advisor for Infinex Investments, Inc. Their career trajectory has included roles at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, First Brokerage America, LLC and Infinex Investments, Inc. Wright holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California. Infinex Investments, Inc is a financial advisory company operating out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 advisors. It administers $3 billion in total assets among its 8,831 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 78 charities and foundations. Infinex Investments, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely are based on the services provided. Fee types charged by Infinex Investments, Inc likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Infinex Investments, Inc Brokerage Details
$2,814,653,668
764
8,831
$318,724
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Graham Wright Work History
Graham has been registered as a financial advisor for 6 years.*
Infinex Investments, Inc
First Brokerage America, LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Graham Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Infinex Investments, Inc
Waltham, MA
Oakville, CT
Grand Ledge, MI
Fletcher, NC
Meriden, CT
Springfield, IL
Ellsworth, ME
Naugatuck, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
