LPL Financial
44yrs
Top advisor by experience in Lakeland
27yrs
Based in Lakeland, Florida, Michael Wright is a fiduciary financial advisor with 27 years of industry experience. Michael has been with LPL Financial since 2022; before that, Michael spent two years at Allen & Company of Florida. Michael holds the CFP® designation.
One of 211 advisors with offices in Lakeland, and one of 199 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office1401 South Florida Avenue, Lakeland, FL 33803
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowLPL Financial LLCCurrent firm
- 2019 – 2022Allen & Company of Florida, LLCPreviously
- 2006 – 2019Allen & Company of Florida, LLCPreviously
Contact Michael
Local office(920) 486-5565Ask for Michael. (704) 733-3300Main office · Fort Mill, SC 1401 South Florida AvenueLakeland, FL 33803Office · Get directions Facebook pageLPL Financial
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Michael’s local office at (920) 486-5565 or the LPL Financial main office at (704) 733-3300, and ask for Michael Wright.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 27 years. Top 22% by experience nationwide.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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