Oppenheimer &
45yrs
Robert Link
Financial advisor
One Pitcairn Place 165 Township Line Road, Suite 2300
Jenkintown, PA 19046
Jenkintown, PA 19046
Top 1% by experience nationwide
2yrs
Stephanie Wright
Financial advisor at Primerica Advisors
Stephanie Wright has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Jenkintown, Pennsylvania. Stephanie joined Primerica Advisors in 2025, a firm offering investment management. The firm is paid through a percentage of assets.
One of 77 advisors with offices in Jenkintown, and one of 66 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office766 Old York Rd, Jenkintown, PA 19046
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.
Career
- Jun 2025 – nowPFS Investments Inc.Current firm
Questions to ask Stephanie
Tailored to Stephanie’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephanie
How do I contact Stephanie?
Call Primerica Advisors at 833-786-0550 and ask for Stephanie Wright. Stephanie works from the Jenkintown, PA office.
How long has Stephanie been a financial advisor?
Stephanie has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Stephanie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephanie a fiduciary?
Stephanie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephanie paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Stephanie 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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