Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top advisor by experience in Bedminster
37yrs
Douglas Wright
Financial advisor at LPL Financial
Based in Bedminster, New Jersey, Douglas Wright is a fiduciary financial advisor with 37 years of industry experience. Douglas joined LPL Financial in 2025, after 19 years at IC Advisory Services and less than a year at THE Investment Center. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 174 advisors with offices in Bedminster, and one of 158 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience nationwide
Office1420 Route 206 North Suite 210, Bedminster, NJ 07921
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowLPL Financial LLCCurrent firm
- 2006 – 2025IC Advisory Services, Inc.Previously
- Feb 2006 – Jun 2006THE Investment Center, Inc.Previously
Questions to ask Douglas
Tailored to Douglas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Douglas
How do I contact Douglas?
Call LPL Financial at 704-733-3300 and ask for Douglas Wright. Douglas works from the Bedminster, NJ office.
How long has Douglas been a financial advisor?
Douglas has been in the industry since 1989, about 37 years. Top 6% by experience nationwide.
What licenses does Douglas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Douglas a fiduciary?
Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Douglas paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Douglas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Wells Fargo Advisors
44yrs
Top 1% by experience in Bedminster
Raymond James & Associates
43yrs
Top 2% by experience in Bedminster
LPL Financial
43yrs
Top 2% by experience in Bedminster
Janney Montgomery Scott
43yrs
Top 2% by experience in New Jersey
Wells Fargo Advisors
43yrs
Top 2% by experience in New Jersey