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Advisors / Tennessee / Knoxville
12yrs

Wesley Wright

Financial advisor at LPL Financial

Wesley Wright has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Knoxville, Tennessee. After five years at Cadaret, Grant & CO. and five years at Raymond James Financial Services Advisors, Wesley joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 802 advisors with offices in Knoxville, and one of 698 fiduciaries.

Knoxville, TN 37919Fiduciary advisor
Call LPL FinancialDirections

At a glance

Experience12 years (since 2014)
How that compares ?12 years in the industry
Office5913 Walden Drive, Knoxville, TN 37919
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.

Licenses

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

Series 66Uniform Combined State Law Examination

Career

  1. Jul 2025 – now
    LPL Financial LLCCurrent firm
  2. 2020 – 2025
    Cadaret, Grant & CO., Inc.Previously
  3. 2015 – 2020

Questions to ask Wesley

Tailored to Wesley’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Wesley

How do I contact Wesley?

Call LPL Financial at (704) 733-3300 and ask for Wesley Wright. Wesley works from the Knoxville, TN office.

How long has Wesley been a financial advisor?

Wesley has been in the industry since 2014, about 12 years. 12 years in the industry.

What licenses does Wesley hold?

Series 66. Tap any license on this page to see what it allows.

Is Wesley a fiduciary?

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

How is Wesley paid?

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