David WrightCRD Number: 5924542
Current Firm: Northwestern Mutual Investment Services,llc
David Wright (CRD# 5924542) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Durham, NC and has over 3 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||1|
|Northwestern Mutual Investment Services LLC||Durham, NC||Jun 2013 - Current||4|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jul 2011 - Current||5|
|Northwestern Mutual Investment Services, LLC||Durham, NC||Sep 2014 - Mar 2016||1|
|University Of North Carolina Chapel Hill||Chapel Hill, NC||Aug 2008 - May 2013||4|
|Northwestern Mutual Investment Services, LLC||Chapel Hill, NC||Aug 2012 - Sep 2012||< 1|
|Fuel Tv||Los Angeles, CA||Oct 2010 - May 2011||< 1|
|Obx Wakeboard & Waterski||Kitty Hawk, NC||May 2008 - May 2011||3|
|Kalliste System||Durham, NC||Jan 2011 - Mar 2011||< 1|
|Aqua S||Duck, NC||May 2009 - Aug 2009||< 1|
|Western Sizzilin||Kill Devil Hills, NC||May 2008 - Aug 2008||< 1|
|First In Flight High School||Kill Devil Hills, NC||Aug 2004 - Aug 2008||4|
|Sunset Grille & Raw Bar||Duck, NC||May 2007 - Aug 2007||< 1|
|Coastal Provisions Market||Kitty Hawk, NC||May 2006 - Aug 2006||< 1|
|5 Islands Lobster Company||Georgetown, ME||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.