David Karl 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

• 12/2010 → Present
  Lpl Financial Llc
  Hermitage, PA

Previous Registrations

• 2010-11-30 → 2010-12-03
  Pnc Wealth Management Llc
  Punxsutawney, PA
  Clarion, PA
  Dubois, PA
  Dubois, PA
  Hermitage, PA
  Mercer, PA
  Farrell, PA
  Hermitage, PA
  Saegertown, PA
  Grove City, PA
  Sharpsville, PA
  Sharon, PA
  Cranberry, PA
  Punxsutawney, PA
  Greenville, PA
  Meadville, PA
  Clarion, PA
  Grove City, PA
  Hermitage, PA
  Greenville, PA
  Mercer, PA
  Sharpsville, PA
  Aliquippa, PA

Other Businesses

1. 12/26/2013: REAL ESTATE RENTAL - ONE HOUSE, NOT RENTED BY CLIENTS. - INVESTMENT RELATED - 1% OF TIME SPENT - SUGAR GROVE, PA. 2. 2/5/2015: BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - WRIGHT GARDNER LLC - START DATE=02/16/2015 - INVESTMENT RELATED - 1 HOUR PER MONTH/0 HOURS DURING TRADING - 1860 EAST STATE STREET, HERMITAGE, PA 16148. 3. 10/27/2015 - Odin Resources - INV REL - 2604 Shadow Drive, Sharpsville, PA 16148 - Business Entity For Tax/Investment Purposes Only - START 09/15/2015 - 5 HOURS PER MONTH, 0 DURING TRADING - Gas Leases. 4. 4/1/2020 - Invest Wright LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/10/2020 - 200 Hours Per Month During Securities Trading. 5. 10/31/2023 - David Wright - Inv Related - Sugar Grove, PA - Rental Property - Owner - Start Date: 10/05/2023 - 1 Hr/Mo; 0 Hrs During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-08-16
• S63 Uniform Securities Agent State Law Examination
  1992-01-15