Charlis Fulton Wright
Investment adviser representative at LPL Financial LLC
16 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
16 years in the industry.
- LPL Financial LLCMay 2025 to now
- South Carolina Federal Credit UnionJan 2023 to now
- Cuso Financial Services, LPJan 2023 to Jun 2025
- Edward JonesApr 2019 to Jan 2023
- Woodmen Financial Services, Inc.Jul 2018 to Jan 2019
- Woodmen of the World Life Insurance SocietyOct 2016 to Mar 2019
- Time Warner/spectrumMar 2014 to Dec 2016
- C K Wright Transportation LLCJul 2010 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6937186
- Firm CRD
- 6413