Robert Wright is a registered investment advisor at LPL Financial LLC, based in Issaquah, WA, with 34 years of industry experience. Robert 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
Issaquah, WA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2002Other Business Activities
Robert is associated with Wright Capital Management LLC as a business entity for tax/investment purposes since 2002. This activity is not investment-related.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Ragen Mackenzie Investment Services, LLCBroker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Dain Rauscher IncorporatedBroker
Dain Rauscher IncorporatedBroker
State Registrations5 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
More Advisors
- Curt PedersonLPL Financial LLC
- Maegan Dornan, CFP
- Paul Ketchum, CFPWells Fargo Advisors
- Ryan Masterson, CFANorthrock Partners, LLC
- Hyon Kim, CFP&partners
- Amber Trader, CFPEdward Jones