B.B. Graham & Company
46yrs
Top advisor by experience in Dunmore
29yrs
Based in Dunmore, Pennsylvania, Robert Wright is a fiduciary financial advisor with 29 years of industry experience. Robert has been with LPL Financial since 2023; before that, Robert spent 17 years at Wells Fargo Advisors and three years at PNC Wealth Management. Robert holds the CFP® designation.
One of 30 advisors with offices in Dunmore, and one of 28 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 19% by experience nationwide
Office124 S Blakely St, Dunmore, PA 18512
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2006 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2004 – 2006PNC Wealth Management LLCPreviously
- May 2003 – Jan 2004J.J.B. Hilliard, W.L. Lyons, LLCPreviously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. 124 S Blakely StDunmore, PA 18512Office · Get directions Facebook pageLPL Financial
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call LPL Financial at (704) 733-3300 and ask for Robert Wright. Robert works from the Dunmore, PA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 29 years. Top 19% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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