David WrightCRD 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.
True Private Wealth Advisors, LLC
Ameriprise Financial Services, LLC
|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|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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