David Wright
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Davis Insurance ServicesMay 2024 to now
- General Mortgage Capital CorporationJan 2024 to now
- Options Mortgage Services, LLCNov 2021 to now
- Replay Arcade, LLC (waiting for Approval To Initiate the LLC GaMay 2019 to now
- Eye Level Learning CenterOct 2017 to now
- Hip Nation Operations & Solutions LLCSep 2017 to now
- Jdm, Inc.Dec 2015 to now
- Nationwide AssuranceSep 2014 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Assurant (fortis & John Alden) HealthMay 2005 to now
- CelticMay 2005 to now
- WfgiaJun 2001 to now
- Good Friend Mortgage, Inc.Sep 2014 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (GA).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4402856
- Firm CRD
- 16164