Annette Wright is a registered investment advisor at LPL Financial LLC, based in East Lansing, MI, with 25 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
3444 E Lake Lansing Rd, East Lansing, MI, 48823-1511
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Annette works full-time for Upstream Investment Partners as a DBA for LPL business. She also works as a CPA providing tax services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Spc
Sigma Financial CorporationBroker
Wrp Investments, INC.
Wrp Investments, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Princor Financial Services CorporationBroker
Intersecurities, INC.Broker
Sii Investments, INC.Broker
State Registrations6 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.