Michael
Wright
Lpl Financial LLC
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About this Advisor
Michael Wright is a certified financial planner based out of Chatsworth, California with 2 years of relevant experience. Wright is currently employed by Lpl Financial LLC. During their career, Wright has held roles at Michael Sompura - Self, Commonwealth Financial Network, Legacy Wealth Partners, Independent Financial Group, Michael Wright - Self, Lpl Financial, Planned Asset Management, LLC, Assetmark Financial, Inc, Assetmark Brokerage, LLC and West Oak Capital, LLC. Wright holds Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to work in California. Lpl Financial LLC is a financial advisory business operating out of Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 financial advisors. It administers $368 billion in total assets between its 1,688,501 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 3,425 charitable organizations. Of its 1,688,501 customer accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on the financial services offered. However, fees billed by Lpl Financial LLC can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Michael Wright Work History
Michael has been registered as a financial advisor for 2 years.*
Lpl Financial
Michael Wright - Self
West Oak Capital, LLC
Michael Wright - Self
Assetmark Financial, Inc
Assetmark Brokerage, LLC
Independent Financial Group
Planned Asset Management, LLC
Commonwealth Financial Network
Legacy Wealth Partners
Michael Sompura - Self
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Los Angeles, CA
Denver, CO
Torrance, CA
Buffalo, NY
Naples, FL
Houston, TX
Exton, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
