David Bailey Dryden
Investment adviser representative at Insight Wealth Partners
6 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Insight Wealth Partners, LLCJun 2022 to now
- Kansas State UniversityJul 2022 to May 2024
- Baylor University Department of Finance, Insurance & Real EstateAug 2021 to May 2022
- Guidestone Financial ResourcesMay 2021 to Aug 2021
- Baylor UniversityAug 2020 to May 2021
- Insight Wealth Partners, LLCJun 2020 to Aug 2020
- Pine Cove CampsMay 2019 to Jun 2020
- Kelly Family FarmsNov 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Insight Wealth Partners
Legal name: Insight Wealth Partners, LLC
$1.1BAssets managed
959Clients
15Advisers
16 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
- 7602129
- Firm CRD
- 153635