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David Wright

Primerica Brokerage Services, Inc.

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About David Wright

David Wright is a financial professional with over 20 years of experience in the industry. David has worked at Primerica Brokerage Services, Inc. since 2023 and previously worked at PFS Investments Inc. from 2003 to 2023. David has passed several industry exams, including the Series 6, Series 26, SIE, and the Operations Professional Examination. David is currently registered with FINRA.

Firm Information

David Wright is currently registered with Primerica Brokerage Services, Inc.. Primerica Brokerage Services, Inc. is a Corporation that was formed on 2022-05-20 and is registered in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Wright’s Registration & Firm History

GA

11/29/2023 - Present

Primerica Brokerage Services, Inc. (DULUTH GA)

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Licenses & Designations

BC

Issued 03/30/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/18/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Wright.
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