D.A. Davidson & Co.
46yrs
Top 1% by experience in Roseville
28yrs
Steven Wright has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Roseville, California. Steven joined Principal Securities in 2001, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 644 advisors with offices in Roseville, and one of 607 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 17% by experience at Principal Securities
Office2998 Douglas Blvd Suite 330, Roseville, CA 95661
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?2 states
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2001 – nowPrincipal Securities, Inc.Current firm
Contact Steven
(888) 774-6267Firm headquarters in Des Moines, IA. Ask for Steven. 2998 Douglas Blvd Suite 330Roseville, CA 95661Office · Get directions X (Twitter) pagePrincipal Securities
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Questions to ask Steven
Tailored to Steven’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Steven
How do I contact Steven?
Call Principal Securities at (888) 774-6267 and ask for Steven Wright. Steven works from the Roseville, CA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1998, about 28 years. Top 17% by experience at Principal Securities.
What licenses does Steven hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Steven paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Steven 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.
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