Raymond James Financial Services Advisors
44yrs
Top advisor by experience in Hermitage
35yrs
Based in Hermitage, Pennsylvania, David Wright is a fiduciary financial advisor with 35 years of industry experience. David has been with LPL Financial since 2010; before that, David spent less than a year at PNC Wealth Management. 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 45 advisors with offices in Hermitage, and one of 28 fiduciaries.
At a glance
Experience35 years (since 1992)
How that compares ?Top 9% by experience nationwide
Office1860 E State St, Hermitage, PA 16148
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
- 2010 – nowLPL Financial LLCCurrent firm
- Nov 2010 – Dec 2010PNC Wealth Management LLCPreviously
Questions to ask David
Tailored to David’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
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About David
How do I contact David?
Call David’s local office at (724) 308-6273 or the LPL Financial main office at (704) 733-3300, and ask for David Wright.
How long has David been a financial advisor?
David has been in the industry since 1992, about 35 years. Top 9% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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