Osaic Wealth
42yrs
Top advisor by experience in Valencia
7yrs
Dwight Wolfe
Financial advisor at LPL Financial
Dwight Wolfe is a fiduciary financial advisor in Valencia, California, with 7 years in the industry. Dwight joined LPL Financial in 2024, after four years at Edward Jones and less than a year at Thrivent Investment Management. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 136 advisors with offices in Valencia, and one of 116 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office28015 Smyth Dr Suite 113, Valencia, CA 91355
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
- Oct 2024 – nowLPL Financial LLCCurrent firm
- 2020 – 2024Edward JonesPreviously
- Jul 2020 – Sep 2020Thrivent Investment Management Inc.Previously
- Sep 2019 – Jun 2020Thrivent Investment Management Inc.Previously
Contact Dwight
28015 Smyth Dr Suite 113Valencia, CA 91355Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Dwight
Tailored to Dwight’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 Dwight
How do I contact Dwight?
Call LPL Financial at (704) 733-3300 and ask for Dwight Wolfe. Dwight works from the Valencia, CA office.
How long has Dwight been a financial advisor?
Dwight has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Dwight hold?
Series 66. Tap any license on this page to see what it allows.
Is Dwight a fiduciary?
Dwight is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dwight paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dwight 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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