Reagan
Wright

American Portfolios Advisors, Inc

CRD#7176739
Investment Advisor
in Jacksonville, FL

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About this Advisor

Reagan Wright is a financial advisor based in Jacksonville, Florida, working with American Portfolios Advisors, Inc. Reagan has previously held positions as a student at Jacksonville University and at American Portfolios Financial Services Inc. Reagan has passed the Series 66 regulatory exam and is registered to provide services in Florida and Georgia. Currently, Reagan is part of American Portfolios Advisors, Inc, which operates out of Jacksonville, Florida. The firm has 312 offices and 700 employees. The firm manages assets totaling $13.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at American Portfolios Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7077 Bonneval Rd Suite 390
Jacksonville, FL 32216

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American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$13,083,636,201

FL Average: $7,464,549,021
Total Number of Employees

700

FL Average: 88
Total Number of Accounts

54,553

FL Average: 3,892
Average Account Size

$239,833

FL Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Reagan Wright Work History

2019 - Present (5 years)

American Portfolios Financial Services Inc

2014 - 2014 (< 1 year)

Student

2014 - 2019 (5 years)

Jacksonville University

Disclosures

Please visit the SEC profile of Reagan 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 American Portfolios Advisors, Inc

Taylor Doemel
Holbrook, NY
Lawrence Giangreco
Holbrook, NY
David Molter
Holbrook, NY
Michael Loftus
Holbrook, NY
James Trimboli
Holbrook, NY
Candice Lira
Holbrook, NY
Tasha Gartner
Holbrook, NY
Reagan Wright
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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