Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Timothy Wright is a financial advisor at LPL Financial LLC. Robert has been working in the financial services industry since 1998. He has a variety of certifications, including the Series 7, Series 63, and Series 65 licenses. Robert also holds the Certified Financial Planner designation. Robert works with a variety of clients, including individuals, families, and businesses. He provides financial planning, investment management, and retirement planning services.
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
09/07/2023 - Present
LPL Financial LLC (DUNMORE PA)
PA
07/13/2006 - 09/20/2023
WELLS FARGO CLEARING SERVICES, LLC (DUNMORE PA)
PA
01/01/2004 - 07/12/2006
PNC INVESTMENTS (MOCANAQUA PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
07/31/1998 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
SC
02/24/1998 - 07/27/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 09/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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