Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd S Wright is a financial advisor with LPL Financial LLC, a firm that has over 168,000 clients and more than $50 billion in assets under management. Todd has been in the financial services industry for over 16 years and has experience working with individuals, corporations, high-net-worth individuals, and pension plans. He holds Series 65, Series 66, and Series 7 licenses and is registered with the state of Virginia. In addition to his work with LPL Financial LLC, Todd also owns PlanCheck LLC, a business that handles check writing, bill payment, and other day-to-day business functions.
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
03/18/2024 - Present
LPL Financial LLC (GLEN ALLEN VA)
OH
10/16/2007 - 06/04/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
PA
10/13/2006 - 10/30/2007
CRESAP, INC. (HORSHAM PA)
VA
09/01/2005 - 10/02/2006
BI INVESTMENTS, LLC (GLEN ALLEN VA)
GA
09/08/2004 - 08/19/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
IA
Issued 03/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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