ChooseAFinancialAdvisor.com
Advisors / Texas / Sherman
8yrs

Brandon Wright

Financial advisor at LPL Financial

Sherman, TX 75092Fiduciary advisor
Call the officeDirections

At a glance

Experience8 years (since 2018)
How that compares ?8 years in the industry
Office205 W Lamberth Rd Suite 700, Sherman, TX 75092
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.

Uniform Combined State Law Examination

Career

  1. 2024 – now
    LPL Financial LLCCurrent firm
  2. 2018 – 2024
    Edward JonesPreviously

Questions to ask Brandon

Tailored to Brandon’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

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Brandon

How do I contact Brandon?

Call LPL Financial at 704-733-3300 and ask for Brandon Wright. Brandon works from the Sherman, TX office.

How long has Brandon been a financial advisor?

Brandon has been in the industry since 2018, about 8 years. 8 years in the industry.

What licenses does Brandon hold?

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

Is Brandon a fiduciary?

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

How is Brandon paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brandon for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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