LPL Financial
47yrs
Top advisor by experience in San Diego
47yrs
Richard Allen Wright
Financial advisor at Wedbush Securities
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% by experience in San Diego
Office401 West A Street Suite 1800, San Diego, CA 92101
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wedbush Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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 Securities Agent State Law Examination
Career
- Jan 2026 – nowWedbush Securities Inc.Current firm
- 2009 – 2012Morgan StanleyPreviously
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 1997 – 2007Morgan Stanley DW Inc.Previously
Questions to ask Richard
Tailored to Richard’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Richard
How do I contact Richard?
Call Wedbush Securities at 213-688-8000 and ask for Richard Allen Wright. Richard works from the San Diego, CA office.
How long has Richard been a financial advisor?
Richard has been in the industry since 1980, about 47 years. Top 1% by experience in San Diego.
What licenses does Richard hold?
Series 63. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Richard paid?
Wedbush Securities reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Richard 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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