Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Wright is a financial advisor who has been in the industry since 2004. Justin has passed exams for Series 6, 63 and 65. Justin currently works at LPL Financial LLC in San Jose, CA. Justin has been registered with LPL Financial LLC since 2017. Justin was previously registered with Transamerica Financial Advisors, Inc and World Group Securities, Inc.
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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2
CA
06/12/2017 - Present
LPL Financial LLC (SAN JOSE CA)
CA
01/06/2012 - 06/13/2017
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN JOSE CA)
CA
01/04/2012 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SAN JOSE CA)
CA
12/13/2004 - 05/04/2011
WORLD GROUP SECURITIES, INC. (SAN JOSE CA)
IA
Issued 06/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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