Christopher
Wright
Center For Wealth Management Advisory
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Wright is a financial advisor operating out of Milford, Ohio with a total of 9 years of relevant experience. Wright is currently employed by Center For Wealth Management Advisory. During their career, Wright has held roles at Lpl Financial LLC and Center For Wealth Management. Wright has Series 63 and Series 66 licenses, designating them as a securities representative, and can work in Ohio and Texas. Center For Wealth Management Advisory is a registered investment company operating in Milford, Ohio. The firm has offices in three locations and a total of six financial advisors. It administers $172 million in total assets across its 1,286 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 1,286 client accounts, just 2% belong to high-net-worth investors who have more than $1 million in investable assets. Center For Wealth Management Advisory performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees charged by financial advisors largely depend on which services are provided. Fee types charged by Center For Wealth Management Advisory likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Center For Wealth Management Advisory Brokerage Details
$172,150,649
6
1,286
$133,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Christopher Wright Work History
Christopher has been registered as a financial advisor for 9 years.*
Center For Wealth Management
Lpl Financial LLC
*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 Christopher 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 Center For Wealth Management Advisory
Milford, OH
Land O Lakes, FL
Milford, OH
Milford, OH
Milford, OH
Milford, OH
Dayton, OH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
