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DW

David J. Wright

WRIGHT FINANCIAL & BUSINESS ADVISORS
Fresno, CA 93720-1578
Some features on this profile are disabled
CRD#: 2511865
DW

Professional summary

David John Wright is a registered financial advisor currently at WRIGHT FINANCIAL & BUSINESS ADVISORS located in Fresno, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a licensed California Insurance Agent and operate as an independent insurance agent for life and health insurance. This business is not investment related. The address is 265 East Riverpark Circle, Suite 260, Fresno, CA 93720. I started as an assistant to my father in January 1993 and received my individual insurance license in July of 1993. The approximate hours per month is 80. The number of hours during securities trading hours 4-5 per day, however, I am available to my investment advisory clients to execute trades during that time. My duties are sales and maintaining client relationships for life and health insurance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David John Wright's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 21, 2016 - Present

WRIGHT FINANCIAL & BUSINESS ADVISORS

Office #1: 265 East River Park Circle Suite 260, Fresno, CA 93720-1578
RIA
CRD#: 133346
Fresno, CA
Past

July 13, 1994 - January 1, 1998

ARAGON FINANCIAL SERVICES, INC.

BD
CRD#: 16023
IRVINE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/21/2016)

Exams

State Security Law Exam
RR
Series 63
Date: 7/27/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/12/1994
General Securities Representative Examination

Current Firm

WF
WRIGHT FINANCIAL & BUSINESS ADVISORS
WRIGHT FINANCIAL & BUSINESS ADVISORS | WRIGHT, DAVID JOHN | WRIGHT FINANCIAL AND LEGACY PLANNING GROUP

CRD#: 133346 / SEC#:

California
Registered Investment Advisory firm - (1/26/1998 Approved)
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Contact information

Main Address
265 East River Park Circle Suite 260, Fresno, CA 93720-1578
Mailing Address
Phone number
(559) 228-8375
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 3,386,512

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WRIGHT FINANCIAL & BUSINESS ADVISORS

CRD#: 133346Fresno, CA 93720-1578

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