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Gary Michael Wright

LPl Financial LLC

Catonsville, MD

CRD 3060884

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-05
  • MD RA
    APPROVED
    Since 2026-01-05

Branch Locations

307 Frederick Road, Catonsville, MD 21228 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Baltimore MD 12/2011 01/2021
Janney Montgomery Scott Llc Westminster MD 01/2021 09/2023
Janney Montgomery Scott Llc Westminster MD 09/2023 12/2025
Lpl Financial Catonsville MD 01/2026 Present
Retirement & Investment Group Llc Catonsville MD 01/2026 Present
Previous Registrations
Other Businesses

1)12/16/2025 - RETIREMENT & INVESTMENT GROUP LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-05
  • S66 Uniform Combined State Law Examination
    2018-09-05

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HWA FINANCIAL GROUP

Nearby Investors

LEVI DANIEL BEAN
Nolan Joseph Walchko
SUSAN HOWELL GALLANT

Nearby Offices

OSAIC WEALTH, INC. · ELLICOTT CITY, MD
AMERIPRISE FINANCIAL SERVICES, LLC · Ellicott City, MD
LPL FINANCIAL LLC · BALTI MORE, MD

More in Catonsville, MD

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