William James Wright
Investment adviser representative at Advice and Planning Services
11 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCAug 2026 to now
- TIAAAug 2026 to now
- Mood Indigo LivingJan 2026 to Aug 2026
- Equitable Advisors, LLCOct 2025 to Jan 2026
- UnemployedJun 2024 to Sep 2025
- Masala MasteeMay 2022 to Dec 2023
- Furman University Department of AdmissionsAug 2021 to May 2023
- Furman UniversityAug 2020 to May 2024
- UnemployedJun 2020 to Jul 2020
- E2d- Eliminate the Digital DivideDec 2016 to May 2020
- UnemployedOct 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 8176513
- Firm CRD
- 20472