David Wright
David Wright is a registered investment advisor at LPL Financial LLC, based in Hermitage, PA, with 33 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
1860 E State St, Hermitage, PA, 16148-1865
Get directionsHistory
Regulatory History (2)
Judgment / 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.