Featured Business Financial Advisor in Cincinnati, OH
Cincinnati Financial Advisors
Center for Wealth Management
4355 Ferguson Dr, Suite 200
Cincinnati, OH 45245
(513) 4075430ext102
Advisor Profile
Chris Wright
Name:  Chris Wright
Phone Number:  (513) 4075430ext102
Website:  Visit Website

About Center for Wealth Management

The Center for Wealth Management was started with the vision of being a financial services firm offering professional wealth management to midsize investors in our region.

Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and manage risk.

Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success by the feedback we receive from our clients.
 

General Information

Gender:    Male
CRD#:    4263057
Firm CRD#:    171221
Insurance License#:    567466
Name of Broker/Dealer:    LPL Financial
States Licensed in:    OH, IN,KY,PA,IL,GA,FL,AZ,TX
States Willing to do Business in:   
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    11
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs
 

Services

Investment Types:    Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance
I can meet clients in the following ways:    At your home, At my office, Via phone, At your office, Via email
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 66, Series 63
Insurance and Annuity Licenses:    Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life
 

Firm Information

Firm's Number of Clients:    500+
Assets Managed by Firm:    170,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: Chris Wright
 
 
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