Robert Charles Wright
Investment adviser representative at Pcg Wealth Management
25 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$931.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Pcg Wealth ManagementAug 2019 to now
- Pcg Wealth Advisors, LLCAug 2019 to now
- LPL Financial LLCMay 2019 to now
- Farmers Financial SolutionsMar 2019 to Mar 2019
- Farmers InsuranceMar 2018 to Mar 2019
- Gama Board MemberJul 2016 to Jul 2018
- Rob's PlaceJul 2016 to Jul 2017
- Various Insurance Carriers for W&r Insurance AgenciesApr 1996 to Sep 2017
- Waddell & Reed, Inc.Dec 1994 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Pcg Wealth Management
Legal name: Pcg Wealth Advisors, LLC
$931.1MAssets managed
1,959Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2570342
- Firm CRD
- 290977