David Wright
David Wright is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Durham, NC, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
240 Leigh Farm Rd, Ste 400, Durham, NC, 27707
Get directionsHistory
Regulatory History (1)
Criminal
August 2010Other Business ActivitiesSells Insurance
David may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also a less than 5% owner and voting member of Chowanoke Partners LLC, a family limited partnership and investment club, dedicating minimal time to this.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations33 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.