Primerica Advisors
43yrs
Top advisor by experience in Salem
9yrs
Based in Salem, Oregon, David Wright is a fiduciary financial advisor with 9 years of industry experience. David joined LPL Financial in 2017, 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 174 advisors with offices in Salem, and one of 163 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office1124 Cornucopia St NW, Suite 101, Salem, OR 97304
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowLPL Financial LLCCurrent firm
Contact David
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for David. 1124 Cornucopia St NW, Suite 101Salem, OR 97304Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Wright. David works from the Salem, OR office.
How long has David been a financial advisor?
David has been in the industry since 2017, about 9 years. 9 years in the industry.
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.
Other advisors nearby
Keudell Morrison Wealth Management
42yrs
Top advisor by experience at Keudell Morrison Wealth Management
True Private Wealth Advisors
42yrs
Top advisor by experience at True Private Wealth Advisors
Stifel, Nicolaus & Company
41yrs
Top 2% by experience in Salem
Wells Fargo Advisors
41yrs
Top 3% by experience in Salem
Osaic Wealth
40yrs
Top 3% by experience in Salem