Virginia Dell Wright

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2002 → Present
  Virginia Wright, Independent Insurance Agent
  Norman, OK
• 07/2003 → Present
  V. Wright Investment Partners
  Oklahoma City, OK
• 06/2004 → 01/2024
  Woodbury Financial
  Okalahoma City, OK
• 01/2024 → Present
  Osaic Wealth, Inc.
  Oklahoma City, OK

Previous Registrations

• 2004-11-10 → 2024-01-19
  Woodbury Financial Services, Inc.
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
  Oklahoma City, OK
• 2002-03-11 → 2004-06-22
  Voya Financial Advisors, Inc.
  Oklahoma City, OK

Other Businesses

1) V WRIGHT INSURANCE POSITION: Agent / Insurance Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/23/1992 ADDRESS: 7040 Forestree Lane, Oklahoma City OK 73150, United States DESCRIPTION: Service Fixed Insurance Products, Annuities, Long Term Care Insurance, and Critical Care Insurance. 2) LEGACY INVESTMENT SERVICES, INC. POSITION: Partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2010 ADDRESS: 7040 Forestree Lane, Oklahoma City OK 73150, United States DESCRIPTION: Sales and Service of Traditional Fixed Insurance Products 3) WRIGHT TRACTORS POSITION: Clerical NATURE: Small family business - Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 01/15/2022 ADDRESS: 8725 NE 23rd, Oklahoma City OK 73141, United States DESCRIPTION: Small family business - Making Files, filing, interviewing potential employees and checking references, provide payroll hours to CPA for preparation of payroll

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-14
• S63 Uniform Securities Agent State Law Examination
  1994-02-22

Other Names

• Virginia Young