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Charles W
Series 63, Series 65
Spring, TX
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Charles Wright is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 designations. He has 28 years of industry experience, including eight years at Garlock Sealing Technologies and ongoing roles since 2008 with United Planners and Trilogy Wealth Management. Wright also serves as co-trustee, executor, and power of attorney for a revocable living trust. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management, serving a diverse client base through a network of independent Investment Adviser Representatives. The firm provides both advisory and brokerage services, primarily managing accounts on a non-discretionary basis.
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