Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wright Mize is an investment advisor representative at Captrust. David Wright Mize has been in the financial services industry for over 10 years. David Wright Mize is registered with the state of Texas as an Investment Advisor Representative. David Wright Mize is also a Certified Financial Planner. David Wright Mize has previously worked at Pruco Securities, LLC., Cetera Advisor Networks LLC, and Mustang Wealth Management Advisors, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
10/02/2019 - Present
Captrust (DALLAS TX)
TX
09/02/2015 - 02/17/2016
PRUCO SECURITIES, LLC. (IRVING TX)
TX
03/03/2011 - 08/26/2015
CETERA ADVISOR NETWORKS LLC (DALLAS TX)
BC
Issued 02/06/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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