Amee Wright
Amee Wright is a registered investment advisor at LPL Financial LLC, based in Silver Creek, NY, with 19 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
10 South Main St., Silver Creek, NY, 14136-1496
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Amee is associated with Wilmington Advisors @ M&T, a DBA for her LPL business, since November 2023. This activity is investment-related and conducted at her reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Key Investment Services LLC
Key Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Natcity Investments, INC.Broker
State Registrations19 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.