Timothy Wright (CRD# 6042579) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 3 years of experience in the finance industry. Timothy Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | San Diego, CA | Mar 2024 - Current | < 1 |
San Diego County C U | San Diego, CA | Mar 2024 - Current | < 1 |
Pnc Investments | San Diego, CA | Oct 2021 - Mar 2024 | 2 |
Pruco Securities LLC | San Diego, CA | Apr 2021 - Oct 2021 | < 1 |
The Prudential Insurance Company Of America | San Diego, CA | Apr 2021 - Oct 2021 | < 1 |
Unemployed | Encinitas, CA | Dec 2020 - Apr 2021 | < 1 |
Edward Jones | Encinitas, CA | Feb 2020 - Nov 2020 | < 1 |
Odette Winery | Napa, CA | Sep 2019 - Nov 2019 | < 1 |
Unemployed | Encinitas, CA | Jun 2019 - Aug 2019 | < 1 |
Villa Maria Winery | Blenheim, | Jan 2019 - May 2019 | < 1 |
Plumpjack Winery | Napa, CA | Aug 2018 - Dec 2018 | < 1 |
Villa Maria Winery | Blenheim, | Mar 2018 - May 2018 | < 1 |
Carruth Cellars | Solana Beach, CA | Jan 2016 - Dec 2017 | 1 |
Unemployed | Encinitas, CA | Jan 2016 - Apr 2016 | < 1 |
Jp Morgan Chase Bank | San Marcos, CA | Sep 2014 - Dec 2015 | 1 |
Jpmorgan Securities LLC | San Marcos, CA | Sep 2014 - Dec 2015 | 1 |
Unemployed | Encinitas, CA | Mar 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- CA
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
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- Commissions
- 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
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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