Robert Wright has been an investment adviser representative at PCG Wealth Advisors since August 2019, and is not listed among the firm’s executive officers or direct owners. Robert Wright holds a Bachelor of Science in Marketing from Murray State University.
PCG Wealth Advisors, LLC is an Overland Park, KS firm with $931M under management, 1,959 clients and 24 advisers across 7 offices, as of its June 2026 filing.
Robert Wright is President & CEO of WealthSprings LLC, based in Excelsior Springs, MO. He began his career as a Financial Advisor with a national broker-dealer in 1994 and held sales leadership roles there until 2017, including Branch Manager, Complex Manager, Regional VP and National Head of Sales and Recruiting. He then began his current position with PCG and WealthSprings LLC.
Robert Wright’s longest registration was 18 years at Waddell & Reed (1999–2017). Before joining PCG Wealth Advisors in 2019, Robert Wright was registered through Waddell & Reed.
- PCG Wealth ManagementCurrent– present · 7 yearsExcelsior, MO · Adviser representative · Firm CRD 290977
- LPL Financial LLCAlso current– present · 7 yearsLees Summit, MO · Adviser representative and broker · Firm CRD 6413
- Waddell & Reed– · 18 yearsOverland Park, KS · Adviser representative · Firm CRD 866
Professional designations
Listed by PCG Wealth Advisors
- Certified Financial Planner™ (CFP®)
Investment adviser representative registrations
Robert Wright is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2019; the most recent is Texas, in January 2020.
- KansasSince 22 January 2020
- MissouriSince 26 August 2019
- TexasResidentSince 24 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 November 1999 |
| Series 7 | General Securities Representative Examination | 2 September 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 April 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 December 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 December 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Charles Wright
- CRD
- 2570342
- Firm
- PCG Wealth Advisors · CRD 290977
- Office
- 118 Spring Street, Excelsior, MO 64024
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wealthspringsllc.com
Where does Robert Wright work?
Robert Wright is an investment adviser representative registered through PCG Wealth Advisors, LLC since August 2019, and is not listed among the firm’s executive officers or direct owners.
Is Robert Wright a financial advisor?
Yes. Robert Wright has a current investment-adviser registration in Kansas, Missouri and Texas, through PCG Wealth Advisors since August 2019.
How many years of experience does Robert Wright have?
Robert Wright has 30 years in the financial industry, since May 1996, across 3 adviser firms.
What exams has Robert Wright passed?
Robert Wright has passed 5 licensing exams: the Series 63, Series 6, Series 65, Series 7 and Series 24. The earliest, the Series 63, was passed in December 1994. FINRA credited Robert Wright with the SIE, which began in October 2018.
Where did Robert Wright work before PCG Wealth Advisors?
Before PCG Wealth Advisors, Robert Wright was registered through Waddell & Reed, January 1999 to December 2017.
Where is Robert Wright based?
Robert Wright’s registered office is in Excelsior, MO.
Is Robert Wright registered with FINRA?
Yes. Robert Wright has a current broker registration, under CRD 2570342.
Source: FINRA BrokerCheck
Is Robert Wright a CFP?
PCG Wealth Advisors lists Robert Wright with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Wright’s record?
Search CRD 2570342 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Wright’s full registration record.
