Verified recordFinancial Services

Dale Wright

Wealth Manager at Equity Concepts Llc

Based in Richmond, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Richmond

Industry

Financial Services

Company size

Contact information

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d•••••••@equity-concepts.com

Phone

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Background

About Dale Wright

I became part of the Equity Concepts family as an adviser in 1998 and have enjoyed being part of the Company’s growth. Along the way, I have become part owner and a Senior Wealth Manager for the Company. My team and I offer our clients a family office experience with a personal touch, providing individualized service, reporting and retirement and estate planning. My passion consists of designing a specialized plan for each client that will allow them to achieve their personal goals and be the best stewards of what God has entrusted to them. Registered Representative, Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Equity Concepts LLC are not affiliated. Please Note: Due to industry regulations, I cannot accept endorsements or recommendations.

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