Edward Wright
Edward Wright is a CFP-designated registered investment advisor at LPL Financial LLC, based in Niagara Falls, NY, with 30 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
6928 Williams Road, Niagara Falls, NY, 14304
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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
Edward is a salaried staff member at Capital Management Group of Niagara, spending nearly full-time providing investment solutions and services. He also sells fixed annuities, life/health, and LTC insurance with Capital Management Group of Niagara, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
The Leaders Group, INC.Broker
1st Discount Brokerage, INC.
1st Discount Brokerage, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
M&t Securities, INC.Broker
Liberty Securities CorporationBroker
Cadaret, Grant & CO., INC.Broker
State Registrations3 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.