David Wright, financial advisor Salem OR

David Wright

CRD Number: 6529514
Current Firm: Lpl Financial LLC

David Wright (CRD# 6529514) is an Investment Advisor Representative working at Lpl Financial LLC in Salem, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Salem, OR Mar 2018 - Current 3
Lpl Financial, LLC Salem, OR Jul 2015 - Mar 2018 2
Financial Freedom Wealth Management Group Salem, OR Jul 2015 - Apr 2017 1
Unemployed Eugene, OR Apr 2015 - Jul 2015 < 1
University Of Oregon Eugene, OR Mar 2013 - Mar 2015 2
Eugene Swim & Tennis Club Eugene, OR Mar 2013 - Jun 2014 1
Unemployed Eugene, OR Jan 2013 - Mar 2013 < 1
California State University, Sacramento Sacramento, CA Aug 2009 - Dec 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for David J. Wright
Phone Number: 704-733-3300
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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