Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Wright is a financial advisor with over 30 years of experience in the financial services industry. John is currently registered with LPL Financial LLC and holds a Series 6 and Series 63 license. John is a licensed securities professional with experience in portfolio management for 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
NC
12/16/2011 - Present
LPL Financial LLC (RALEIGH NC)
NC
01/04/2010 - 12/20/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (RALEIGH NC)
NC
06/21/2000 - 01/11/2010
METLIFE SECURITIES INC. (RALEIGH NC)
NC
06/21/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (RALEIGH NC)
NY
12/05/1997 - 06/26/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
09/11/1991 - 12/17/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/11/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Wright is the right advisor for you? Invested Better is here to help.
