Christopher Lawrence Wright

Employer firm

Kingsview Wealth Management, LLC CRD 148107

$8.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Norwalk, CT
• 11/2016 → 01/2022
  Wells Fargo Clearing Services, Llc
  Norwalk, CT
• 01/2022 → Present
  Kingsview Partners Llc
  Grants Pass, OR
• 01/2022 → Present
  Kingsview Wealth Management Llc
  Milford, CT

Previous Registrations

• 2002-01-02 → 2022-01-19
  Wells Fargo Clearing Services, Llc
  Melville, NY
  Stamford, CT
  Norwalk, CT
  Norwalk, CT
  Stamford, CT
  Stamford, CT
  Norwalk, CT
  White Plains, NY
  Norwalk, CT
  Stamford, CT
  Stamford, CT
  Purchase, NY
  Melville, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1996-03-05

Other Names

• Christopher Lawrence Wright