Justin Charles Wright

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Castlewood Country Club
  Pleasanton, CA
• 06/2004 → 06/2017
  World Financial Group, Inc.
  San Jose, CA
• 01/2012 → 06/2017
  Transamerica Financial Advisors, Inc
  San Jose, CA
• 06/2017 → Present
  Lpl Financial, Llc
  San Jose, CA

Previous Registrations

• 2012-01-06 → 2017-06-13
  Transamerica Financial Advisors, Llc
  San Jose, CA
• 2011-07-13 → 2012-01-06
  Investment Advisors International, Inc.
  San Jose, CA
• 2008-07-09 → 2011-07-06
  Investment Advisors International, Inc.
  San Jose, CA

Other Businesses

1.06/12/2017 - CASTLEWOOD COUNTRY CLUB/ OUTSIDE, W-2 EMPLOYMENT/ 20%/ PLEASANTON, CA 2.06/12/2017 - SOLUTIONS WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 40%/ SAN JOSE, CA. 3. 8/29/2018 - No Business Name - Investment Related - Home Based & Milwaukie, OR 97222 - Real Estate Rental - Start Date: 05/01/2006 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-24
• S63 Uniform Securities Agent State Law Examination
  2004-12-22

Other Names

• Justin Wright