KW
Kathleen Wright
from Wright Associates
Kathleen Wright is a financial advisor based in Pennsylvania, Pittsburgh,
with 33 years of experience. Kathleen currently works for
Wright Associates.
Kathleen maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kathleen Wright works at Wright Associates
Wright Associates is a financial advisory firm based in Pittsburgh, Pennsylvania. It currently has approximately $295,687,649 of assets under management and employs about 5 people. Wright Associates uses a fee structure of a percentage of assets under your management, fixed fees and % of assets monitored.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, fixed fees and % of assets monitored
Office location
61 Mcmurray Road, Suite 204, Pittsburgh, Pennsylvania, 15241
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