LPL Financial
45yrs
Top advisor by experience in Encinitas
14yrs
Timothy Wright has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Encinitas, California. Timothy has been with LPL Financial since 2024; before that, Timothy spent two years at PNC Wealth Management and less than a year at Pruco Securities. Timothy holds the CFP® designation.
One of 76 advisors with offices in Encinitas, and one of 68 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?14 years in the industry
Office501 N EL Camino Real, Encinitas, CA 92024
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2021 – 2024PNC Wealth Management LLCPreviously
- Apr 2021 – Oct 2021Pruco Securities, LLC.Previously
- Jun 2020 – Nov 2020Edward JonesPreviously
- Oct 2014 – Jan 2016J.P. Morgan Securities LLCPreviously
- Apr 2013 – Feb 2014MerrillPreviously
Questions to ask Timothy
Tailored to Timothy’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 Timothy
How do I contact Timothy?
Call LPL Financial at (704) 733-3300 and ask for Timothy Wright. Timothy works from the Encinitas, CA office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 2013, about 14 years. 14 years in the industry.
What licenses does Timothy hold?
Series 66. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Timothy 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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