Nicole Renee Wright
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- LPL Financial LLCMay 2025 to now
- Apple Federal Credit UnionJul 2024 to now
- Cuso Financial Services, LPJul 2024 to May 2025
- Raymond James & Associates, Inc.Oct 2022 to Jul 2024
- Parallel Wine BistroAug 2022 to Oct 2022
- UnemployedJul 2022 to Aug 2022
- Fidelity InvestmentsApr 2021 to Jul 2022
- Bank of America, N.A.May 2017 to Apr 2021
- Merrill Lynch, Pierce, Fenner, & Smith IncorporatedDec 2016 to Apr 2021
- Bank of America, N.A.Jun 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 6736224
- Firm CRD
- 6413