ChooseAFinancialAdvisor.com
Advisors / Georgia / Alpharetta
31yrs

Dennis Wright

Financial advisor at LPL Financial

Dennis Wright has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Alpharetta, Georgia. After two years at Wellspring Planning Group and seven years at Wellspring Wealth Management, Dennis joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. Dennis holds the ChFC designation.

One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.

Alpharetta, GA 30009ChFCTop 14% by experience in AlpharettaFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 14% by experience in Alpharetta
Office11720 Amber Park Dr, Suite 150, Alpharetta, GA 30009
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 ?1 state

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.

Designations

ChFC

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2018 – now
  2. 2018 – now
    LPL Financial LLCCurrent firm
  3. Jun 2016 – May 2018
  4. Oct 2009 – Dec 2009
  5. 2009 – 2016
  6. Mar 2008 – Feb 2009
  7. 2004 – 2009
    Associated Planners Investment Advisory Inc.Previously
  8. Mar 2003 – Jun 2004
    WS Griffith Securities, Inc.Previously

Questions to ask Dennis

Tailored to Dennis’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Dennis

How do I contact Dennis?

Call LPL Financial at (704) 733-3300 and ask for Dennis Wright. Dennis works from the Alpharetta, GA office.

How long has Dennis been a financial advisor?

Dennis has been in the industry since 1995, about 31 years. Top 14% by experience in Alpharetta.

What licenses does Dennis hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Dennis a fiduciary?

Dennis is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dennis paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dennis 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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