Stifel, Nicolaus & Company
40yrs
Top advisor by experience in Succasunna
19yrs
David Wright is a fiduciary financial advisor in Succasunna, New Jersey, with 19 years in the industry. After ten years at Ameriprise Financial Services and five years at Merrill, David joined LPL Financial in 2022, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Succasunna, and one of 18 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office15 Commerce Blvd Suite 303, Succasunna, NJ 07876
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 ?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
- 2022 – nowLPL Financial LLCCurrent firm
- 2012 – 2022Ameriprise Financial Services, LLCPreviously
- 2007 – 2012MerrillPreviously
Contact David
15 Commerce Blvd Suite 303Succasunna, NJ 07876Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask David
Tailored to David’s registration and firm.
- 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 David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Wright. David works from the Succasunna, NJ office.
How long has David been a financial advisor?
David has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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