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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richard Wright has been in the financial industry since 2001. Currently, David is a registered representative for D.A. Davidson & Co. in the Seattle, Washington office. Before joining D.A. Davidson & Co. David worked for Wells Fargo Clearing Services, LLC in Bellevue, Washington from 2016 to 2022. David also worked for Raymond James & Associates, Inc. in Seattle, Washington from 2013 to 2016. David has passed several industry exams including the Series 3, 4, 7, 9, 10, 63, and 65 exams. David holds licenses in Washington. David is a registered investment advisor representative. David specializes in financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
08/31/2022 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
07/01/2016 - 09/07/2022
WELLS FARGO CLEARING SERVICES, LLC (BELLEVUE WA)
WA
03/15/2013 - 07/25/2016
RAYMOND JAMES & ASSOCIATES, INC. (SEATTLE WA)
WA
06/01/2009 - 04/04/2013
MORGAN STANLEY (BELLEVUE WA)
WA
01/03/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TACOMA WA)
NE
01/08/2001 - 11/18/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 01/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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