LPL Financial
35yrs
Top advisor by experience in Middletown
21yrs
Nancy Wright has worked in the financial industry for 21 years and is a financial advisor based in Middletown, New York. Nancy joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 73% of advisors in Middletown
Office19 Dewitt St, Middletown, NY 10940
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact Nancy
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Nancy. 19 Dewitt StMiddletown, NY 10940Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Nancy
Tailored to Nancy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Nancy
How do I contact Nancy?
Call Primerica Advisors at (833) 786-0550 and ask for Nancy Wright. Nancy works from the Middletown, NY office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 2006, about 21 years. More experience than 73% of advisors in Middletown.
What licenses does Nancy hold?
Series 63. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Nancy paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Nancy 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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