Daphne Wright
Daphne Wright is a CFP-designated registered investment advisor at LPL Financial LLC, based in Sterling, VA, with 32 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
Sterling, VA
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daphne works as a CPA/bookkeeper/tax preparer and sells fixed life, disability, and long-term care insurance products, dedicating minimal time to the insurance sales. She also presents seminars and blogs for a non-profit literacy organization and teaches biblically-based financial management, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Aetna Investment Services, LLCBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations12 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.