David Wright (CRD# 2511865) is an Investment Advisor Representative working at Wright Financial & Business Advisors in Fresno, CA and has over 29 years of experience in the finance industry.
CRD# 4407978
Commonwealth Financial Network
CRD# 4834967
Diversified Wealth Management Solutions, LLC
CRD# 5351296
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wright Financial & Business Advisors | Fresno, CA | Jan 1998 - Current | 26 |
| Self Emplotyed | Fresno, CA | Jan 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1994 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$225,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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