Heather Wright
Heather Wright is a CFP-designated registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
300 N. Milwaukee Avenue, Vernon Hills, IL, 60061
Get directionsHistory
Regulatory History (3)
Financial
February 2020Financial
July 2019Financial
May 2019Other Business Activities
Heather is a registered investment advisor (IAR) with BCU Wealth Advisors, LLC since June 2023, providing investment advisory services. This activity takes nearly full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Bcu Wealth Advisors, LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Gem Financial Advisors, INC.
LPL Financial LLCBroker
Forum Financial Management, LP
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
BMO Harris Financial Advisors, INC.Broker
Harrisdirect LLCBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
Northern Trust Securities, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.