Andrew Wright
Advisor at LPL Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Gold Beach, OR 97444
Credentials
Series 66
Industry experience
17 years
About
Andrew Wright is a Series 66-licensed financial advisor with LPL Financial, where he has worked since 2012. He has 17 years of industry experience and is based in Gold Beach, Oregon. Outside of his advisory role, he is employed as a boat pilot for RogueJets Inc. and serves as a project manager and consultant for the Port of Gold Beach. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
29975 Harbor Way Ste B
Gold Beach, OR 97444
Most active in
Andrew W has reported serving >5 clients in these states in the last 12 months.
Oregon
Work history
Lpl Financial
2012 - Present (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Juli M
Series 63, Series 66
Gold Bch, OR
Eagle Strategies (NY Life)
Juli Marstall is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 credentials and over 42 years of industry experience. She has been with Eagle Strategies and Marstall Insurance Services since 2007 and has been affiliated with New York Life and NYLife Securities since 1983. Outside of her advisory work, she serves as an instructor for a personal finance course at Southwestern Oregon Community College and is a board member of the Oregon Cultural Trust and NAIFA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, coordinating investment advice with affiliated insurance and broker-dealer entities.
Charles K
Series 66
Gold Beach, OR
Edward Jones
Charles Keady is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. His prior work experience includes roles at Fred Meyer, Brookings Harbor School District, and MTC dba Sierra Nevada Job Corps. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, supported by a large network of financial advisors and branch offices.
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