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Colby Joseph Wright

Advisor at Raymond James & Associates — Ashland, KY

Updated today

Credentials

Series 66

Experience

13 years

Location

Ashland, KY 41101

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,796

Across 938 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Colby Wright is a financial advisor with Raymond James & Associates in Ashland, KY, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 14 years. Outside of advising, he is involved in agriculture and construction/engineering as a sole proprietor in Louisa, Kentucky. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Ashland, KY

1600 Carter Avenue

Ashland KY 41101

Advisors at this office

4

Most active in

Kentucky · Texas

Work history

13 years of industry experience

Raymond James & Associates

2026 - Present • 1 year

Ashland, KY

Morgan Stanley Private Bank, National Association

2015 - 2026 • 11 years

New York, NY

Morgan Stanley

2012 - 2026 • 14 years

Huntington, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ethan L

Series 65

Huntington, WV

Layne Financial Group

Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.

Wealth management Factor investing / smart beta Founder/Business Owner
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William H

CFP®, Series 63

Ironton, OH

Creative Financial Solutions, LLC

William Hensley is a CFP® with 30 years of industry experience and is a financial advisor at Creative Financial Solutions, LLC. He has worked with Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. since 2014. Hensley serves as a board member of Young Life Huntington and is involved with the Rotary Club of Barboursville, WV, where he has held the position of past president. Creative Financial Solutions primarily provides comprehensive financial planning and advisory services to individuals, families, small businesses, and trusts. The firm focuses on planning and fee-for-service models and utilizes third-party custodians and research to support investment recommendations.

General retirement planning Income planning General tax planning Life insurance needs analysis
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Leif C

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 30 years of experience in the financial industry. He holds Series 63 and Series 65 credentials and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and investment professional for Ramey Estep Homes, Inc., a nonprofit organization serving troubled youth. Leif Clarke Wealth Management provides investment management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax situation.

Options & derivatives strategies Annuities Real estate investing
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Anthony P

Series 63, Series 65

Ashland, KY

Leif Clarke Wealth Management, Inc.

Anthony Park is an advisor at Leif Clarke Wealth Management, Inc. with Series 63 and Series 65 credentials. He has worked in financial services roles at firms including Baird and Kentucky Farmers Bank, and has experience in health department administration. Leif Clarke Wealth Management provides investment management and financial planning to individuals, corporations, trusts, and retirement plans. The firm employs a value-oriented investment approach and customizes recommendations based on clients’ risk tolerance, time horizon, income needs, and tax considerations.

Options & derivatives strategies Annuities Real estate investing
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Malcolm M

Series 65

Huntington, WV

Global Value Investment Corporation

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with a Series 65 credential and three years of industry experience. Prior to joining Global Value Investment Corporation, he worked in legal and compliance roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. He is also a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides investment research and discretionary portfolio management to individual and institutional clients, utilizing a fundamental, value-oriented investment approach that includes both short- and long-term strategies. The firm offers services such as wrap-fee programs, sub-advisory arrangements, and manages private funds.

Active portfolio management Private / alternative investments Options & derivatives strategies Concentrated stock management
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Chandis F

Series 63, Series 65

Russell, KY

International Assets Investment Management, LLC

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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