Douglas Wright is a registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1420 Route 206 North Ste 210, Bedminster, NJ, 07921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Douglas volunteers with the Martinsville Volunteer Fire Department as both an employee and a board member, dedicating about 10-20% of his time to each role. He also works with The Investment Center, Inc and IC Advisory Services, Inc, spending about a quarter of his time at each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Interfirst Capital CorporationBroker
Asb Financial ServicesBroker
Great Western Financial Securities CorporationBroker
Olde Discount CorporationBroker
Remington Securities, INC.Broker
Washington National Equity CompanyBroker
Pruco Securities CorporationBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.