Lloyd F. Wright
Professional summary
Lloyd Frederick Wright, who also goes by Fred Wright, Lloyd F Wright, is a registered financial professional currently at INFINITY FINANCIAL SERVICES located in Sunriver, Oregon.
Lloyd is registered as a RR (Registered Representative) and started their career in finance in 1994. Lloyd has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lloyd Frederick Wright's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2017 - Present
INFINITY FINANCIAL SERVICES
June 28, 2017 - December 31, 2020
INFINITY FINANCIAL SERVICES
December 20, 2013 - July 5, 2017
LPL FINANCIAL LLC
December 20, 2013 - July 5, 2017
LPL FINANCIAL LLC
October 2, 2003 - January 10, 2014
VALIC FINANCIAL ADVISORS, INC.
August 27, 2003 - January 10, 2014
VALIC FINANCIAL ADVISORS, INC.
October 30, 2000 - August 27, 2001
METROPOLITAN INVESTMENT SECURITIES, INC.
March 2, 1998 - July 26, 2000
RBC CAPITAL MARKETS, LLC
November 15, 1994 - March 2, 1998
DAIN RAUSCHER INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/6/2024)
(6/28/2017)
(6/28/2017)
Exams
FINRA
Current Firm
INFINITY FINANCIAL SERVICES
CRD#: 144302 / SEC#: , 8-67647
Contact information
FINRA licenses (48 States and Territories)
Disclosures
| Regulatory Event | 3 |
Red Flags
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