Logan David Wright
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCJun 2024 to now
- Ameriprise Financial Services, LLCOct 2018 to Jun 2024
- Waterfield EnergySep 2018 to Oct 2018
- Oklahoma State UniversityAug 2018 to Dec 2020
- Global Client SolutionsAug 2017 to Aug 2018
- Ameriprise Financial Services, Inc.May 2016 to Dec 2016
- Oklahoma State UniversityAug 2013 to May 2017
- Cutwright Lawn MaintenanceJan 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6651521
- Firm CRD
- 6413