Robert J 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

• 07/2012 → 12/2016
  Key Bank Na
  Rochester, NY
• 03/2015 → 12/2016
  Key Investment Services Llc
  Webster, NY
• 12/2016 → 09/2019
  Cuna Mutual Group
  Waverly, IA
• 12/2016 → 09/2019
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2019 → Present
  Lpl Financial Llc
  Rochester, NY
• 09/2019 → Present
  Esl Investment Services Llc
  Rochester, NY

Previous Registrations

• 2016-12-23 → 2019-09-24
  Cuna Brokerage Services, Inc.
  Rochester, NY
  Rochester, NY
  Penfield, NY

Other Businesses

1)10/01/2019 - ESL Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/2019 2)10/01/2019 - ESL INVESTMENT SERVICES LLC - Non-Variable Insurance - inv rel - at reported business location(s) - start: 10/2019 - 20 hr/mth

Exams

• S66 Uniform Combined State Law Examination
  2015-09-10
• S63 Uniform Securities Agent State Law Examination
  2009-01-27