William Wright has been an investment adviser representative at Gilbert Greg RIA since April 2020, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
William Wright’s longest registration was 26 years at Guidance Financial Consultants, Inc. (1987–2014). Before joining Gilbert Greg RIA in 2020, William Wright was registered through Infinity Financial Services and Wall Street Financial Group, Inc.
- – present · 6 yearsKapaa, HI · Adviser representative · Firm CRD 304981
- Infinity Financial Services– · 4 yearsOakland, CA · Adviser representative · Firm CRD 144302
- Wall Street Financial Group, Inc– · under a yearKapaa, HI · Adviser representative · Firm CRD 35830
- Creative Financial Designs, Inc.– · under a yearKapaa, HI · Adviser representative · Firm CRD 109032
- Girard Securities, Inc.– · 3 yearsKapaa, HI · Adviser representative · Firm CRD 18697
- Sagepoint Financial, Inc.– · 4 yearsWichita, KS · Adviser representative · Firm CRD 133763
- Sentra Securities Corp– · 7 yearsWichita, KS · Adviser representative · Firm CRD 10249
- Guidance Financial Consultants, Inc.– · 26 yearsWichita, KS · Adviser representative · Firm CRD 115979
Investment adviser representative registrations
William Wright is registered as an investment adviser representative in Hawaii, since May 2020.
- HawaiiSince 12 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 January 2003 |
| Series 4 | Registered Options Principal Examination | 22 September 1983 |
| Series 24 | General Securities Principal Examination | 10 February 1983 |
| Series 5 | Interest Rate Options Examination | 17 October 1981 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 October 1979 |
| Series 7 | General Securities Representative Examination | 17 July 1976 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Registered Options Principal Examination
- Name
- General Securities Principal Examination
- Name
- Interest Rate Options Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Owen Wright
- CRD
- 824766
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Kapaa, HI
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1977
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does William Wright work?
William Wright is an investment adviser representative registered through Gilbert Greg RIA, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is William Wright a financial advisor?
Yes. William Wright has a current investment-adviser registration in Hawaii, through Gilbert Greg RIA since April 2020.
How many years of experience does William Wright have?
William Wright has 49 years in the financial industry, since February 1977, across 8 adviser firms.
What exams has William Wright passed?
William Wright has passed 6 licensing exams: the Series 7, Series 63, Series 5, Series 24, Series 4 and Series 66. The earliest, the Series 7, was passed in July 1976. FINRA credited William Wright with the SIE, which began in October 2018.
Where did William Wright work before Gilbert Greg RIA?
Before Gilbert Greg RIA, William Wright was registered through Wall Street Financial Group, Inc, February 2015 to June 2015; Creative Financial Designs, Inc., December 2014 to January 2015; Girard Securities, Inc., January 2011 to July 2014; Sagepoint Financial, Inc., October 2005 to October 2010; Sentra Securities Corp, April 1998 to October 2005; Guidance Financial Consultants, Inc., June 1987 to May 2014.
Where is William Wright based?
William Wright’s registered office is in Kapaa, HI.
Is William Wright registered with FINRA?
Yes. William Wright has a current broker registration, under CRD 824766.
Source: FINRA BrokerCheck
How can I verify William Wright’s record?
Search CRD 824766 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish William Wright’s full registration record.