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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daphne? Claim Your ProfileDaphne Anitra Wright is a financial advisor with over 30 years of experience in the financial services industry. Daphne has been registered with LPL Financial LLC since September 2002 and has held licenses in several states, including Maryland, Texas, and Virginia. Daphne is a Certified Financial Planner and offers a variety of financial services to individuals, families, and businesses. Her areas of expertise include financial planning, investment management, retirement planning, and insurance. Daphne is also a financial educator and has taught classes and seminars on personal finance. Prior to joining LPL Financial, Daphne was employed with Aetna Investment Services, LLC and Aetna Life Insurance and Annuity Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VA
02/26/2019 - Present
LPL Financial LLC (STERLING VA)
CT
10/15/1993 - 03/18/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
CT
04/22/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 11/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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