Andrew Wright is a registered investment advisor at LPL Financial LLC, based in Gold Beach, OR, with 17 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
29975 Harbor Way Ste B, Gold Beach, OR, 97444
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew operates Rogue Financial under a DBA and works for RogueJets Inc. as a boat pilot since 2022, dedicating about 10-20% of his time. He also works as a project manager/consultant for the Port of Gold Beach since 2017, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward JonesBroker
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations7 states
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