David Wright
David Wright is a registered investment advisor at LPL Financial LLC, based in Hermitage, PA, with 34 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1860 E State St, Hermitage, PA, 16148-1865
Get directionsHistory
Regulatory History (3)
Judgment / Lien
April 2026Judgment / Lien
June 2021Customer Dispute
December 2016Other Business Activities
David owns rental real estate properties and is involved with several business entities for tax and investment purposes. One entity, Invest Wright LLC, takes up a significant amount of David's time during securities trading (more than full-time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Nationwide Advisory Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations9 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.
Exams
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