Capitol Securities Management
47yrs
Top advisor by experience in Tampa
19yrs
William Wright is a fiduciary financial advisor in Tampa, Florida, with 19 years in the industry. After 16 years at The Wright Legacy Group, William joined J. W. Cole Advisors in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 66% of advisors in Tampa
Office4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$255,702
Advisors at the firm498
States licensed ?1 state
Services through J. W. Cole Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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 65Uniform Investment Adviser Law Examination
Career
- Nov 2024 – nowJ. W. Cole Advisors, Inc.Current firm
- 2008 – 2024The Wright Legacy Group, LLCPreviously
Questions to ask William
Tailored to William’s registration and firm.
- 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 William
How do I contact William?
Call J. W. Cole Advisors at (813) 935-6776 and ask for William Wright. William works from the Tampa, FL office.
How long has William been a financial advisor?
William has been in the industry since 2008, about 19 years. More experience than 66% of advisors in Tampa.
What licenses does William hold?
Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
J. W. Cole Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William 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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