Charles Christopher Wright

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → Present
  United Planners' Financial Services Of America
  Scottsdale, AZ
• 12/2014 → 09/2022
  Garlock Sealing Technologies
  Palmyra, NY
• 04/2008 → Present
  Trilogy Wealth Management
  Spring, TX
• 12/2014 → 09/2022
  Garlock Sealing Technologies
  Palmyra, NY
• 04/2008 → Present
  Charles Christopher Wright
  Spring, TX

Previous Registrations

• 2002-12-09 → 2008-04-25
  American General Securities Incorporated
  Spring, TX
  Houston, TX
  Spring, TX
  Spring, TX

Other Businesses

1.) TRILOGY WEALTH PARTNERS - AGENT - DBA NAME FOR MARKETING PURPOSES ONLY - SPRING, TX - SINCE 04/2008 - INVESTMENT RELATED 2.) TRILOGY WEALTH MANAGEMENT - REPRESENTATIVE - INVESTMENT OF SECURITIES WHICH SERIES 6 - SPRING, TX - SINCE 01/2016 - INVESTMENT RELATED 3.) CHARLES CHRISTOPHER WRIGHT - AGENT - NON-VARIABLE INSURANCE - SPRING, TX - SINCE 04/2008 - INVESTMENT RELATED 4.) CHARLES CHRISTOPHER WRIGHT AND SHAWN DELLAINE WRIGHT REVOCABLE LIVING TRUST - CO-TRUSTEE, EXECUTOR, POA - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - SPRING, TX - SINCE 06/2025 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1997-09-16