Morgan Stanley
42yrs
Top advisor by experience in Visalia
16yrs
Kevin Wright is a fiduciary financial advisor in Visalia, California, with 16 years in the industry. Kevin joined Principal Securities in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 78 advisors with offices in Visalia, and one of 66 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office134 N Akers St, Visalia, CA 93291
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowPrincipal Securities, Inc.Current firm
Contact Kevin
134 N Akers StVisalia, CA 93291Office · Get directions Firm main line(888) 774-6267Headquarters: Principal Securities · Des Moines, IA X (Twitter) pagePrincipal Securities
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Questions to ask Kevin
Tailored to Kevin’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 Kevin
How do I contact Kevin?
Call Principal Securities at (888) 774-6267 and ask for Kevin Wright. Kevin works from the Visalia, CA office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Kevin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Kevin 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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