Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Redding
31yrs
Perry Wright has worked in the financial industry for 31 years and is a financial advisor based in Redding, California. After a year at Wells Fargo Advisors and ten years at A. G. Edwards & Sons, Perry joined Stifel, Nicolaus & Company in 2009, a firm offering financial planning, investment management, and private fund management. Perry holds the CFP® designation.
At a glance
Experience31 years (since 1996)
How that compares ?Top 11% by experience in Redding
Office2701 Park Marina Drive 2nd Floor, Redding, CA 96001
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$773,556
Advisors at the firm3,351
States licensed ?1 state
Services through Stifel, Nicolaus & Company
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowStifel, Nicolaus & Company, IncorporatedCurrent firm
- Jan 2008 – Feb 2009Wells Fargo Clearing Services, LLCPreviously
- 1997 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Perry
Local office(530) 244-7199Ask for Perry. (314) 342-2000Main office · St. Louis, MO 2701 Park Marina Drive 2nd FloorRedding, CA 96001Office · Get directions
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Questions to ask Perry
Tailored to Perry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Perry
How do I contact Perry?
Call Perry’s local office at (530) 244-7199 or the Stifel, Nicolaus & Company main office at (314) 342-2000, and ask for Perry Wright.
How long has Perry been a financial advisor?
Perry has been in the industry since 1996, about 31 years. Top 11% by experience in Redding.
What licenses does Perry hold?
Series 63. Tap any license on this page to see what it allows.
Is Perry a fiduciary?
Perry is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Perry paid?
Stifel, Nicolaus & Company reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Perry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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