Robert Scott 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

• 05/2004 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 07/2012 → 11/2020
  First Allied Advisory Services, Inc.
  San Diego, CA
• 11/2020 → 09/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → 05/2024
  Cetera Advisors Llc
  Issaquah, WA
• 05/2024 → Present
  Lpl Financial Llc
  Issaquah, WA

Previous Registrations

• 2020-11-12 → 2024-05-08
  Cetera Investment Advisers Llc
  Issaquah, WA
• 2012-07-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Issaquah, WA
  Issaquah, WA
• 2004-05-24 → 2012-07-02
  First Allied Securities, Inc.
  Issaquah, WA
  Issaquah, WA
  Portland, OR
  Issaquah, WA
• 2001-02-09 → 2002-06-24
  Wells Fargo Clearing Services, Llc
  Bellevue, WA

Other Businesses

1) 04/29/2024 - Wright Capital Management LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Issaquah, WA - Start: 10/2002

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-12-28
• S63 Uniform Securities Agent State Law Examination
  1991-12-11

Other Names

• Robert S Wright