LPL Financial
45yrs
Top advisor by experience in Lafayette
28yrs
Robert Wright is a fiduciary financial advisor in Lafayette, California, with 28 years in the industry. Robert joined Principal Securities in 2007, a firm offering financial planning, investment management, and retirement plan consulting. Principal Securities reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 82 advisors with offices in Lafayette, and one of 65 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 19% by experience at Principal Securities
OfficeLafayette, CA
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
- 2007 – nowPrincipal Securities, Inc.Current firm
Contact Robert
(888) 774-6267Firm headquarters in Des Moines, IA. Ask for Robert. Lafayette, CAOffice · Get directions X (Twitter) pagePrincipal SecuritiesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Principal Securities at (888) 774-6267 and ask for Robert Wright. Robert works from the Lafayette, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 28 years. Top 19% by experience at Principal Securities.
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?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other 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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