Robert Wright is a registered investment advisor at LPL Financial LLC, based in Issaquah, WA, with 34 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
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.