David Wright
David Wright is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Durham, NC, with 13 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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.
Exams
More Advisors
- Ohan Kayikchyan, CFPAlohana Financial, LLC
- Blake Gaulden, CFA, CFPOsaic Advisory Services, LLC
- Ryan Towner, CFPStrategic Advisers LLC
- James Mwombela, CFPNectarine
- Michael Pearl, CFPCapital Investment Advisory Services, LLC
- Lisa Gabriel, CFP, ChFCPinafore Wealth Counsel INC.