Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wright is a financial advisor in Hermitage, PA and has been in the industry since June 28, 1992. David is currently registered with LPL Financial LLC. David has been with LPL Financial LLC since December 2010. David has a total of 11 years of experience in the securities industry. David has passed the Series 6, Series 7, Series 63 and Series 65 exams. David specializes in providing financial planning services and portfolio management services to individuals and businesses.
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.
1
2
PA
10/01/2019 - Present
LPL Financial LLC (HERMITAGE PA)
PA
11/13/2009 - 12/03/2010
PNC INVESTMENTS (GROVE CITY PA)
PA
05/04/2001 - 11/13/2009
NATCITY INVESTMENTS, INC. (MEADVILLE PA)
OH
05/04/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
KY
09/22/1999 - 04/30/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
OH
09/08/1994 - 02/24/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
NJ
06/26/1992 - 09/29/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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