David Wright
Investment Adviser Representative at Transamerica Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Wright is an investment adviser representative with Transamerica Financial Advisors, LLC in Alpharetta, GA, where they have been registered since 2024. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
- Broker:
3 states and territories
Florida, Georgia, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WfgiaJun 2001 – no end date reportedDuluth, GA
- Assurant (Fortis & JOHN Alden) HealthMay 2005 – no end date reportedAtlanta, GA
- CelticMay 2005 – no end date reportedAtlanta, GA
- Transamerica Financial Advisors, IncJan 2012 – no end date reportedJohns Creek, GA
- GOOD Friend Mortgage, Inc.Sep 2014 – Dec 2021Alpharetta, GA
- Nationwide AssuranceSep 2014 – no end date reportedSugar Hill, GA
- JDM, Inc.Dec 2015 – no end date reportedNorcross, GA
- HIP Nation Operations & Solutions LLCSep 2017 – no end date reportedPeachtree Corners, GA
- Eye Level Learning CenterOct 2017 – no end date reportedAlpharetta, GA
- RePlay Arcade, LLC (Waiting for approval to initiate the LLC GAMay 2019 – no end date reportedJohns Creek,, GA
- Options Mortgage Services, LLCNov 2021 – no end date reportedAlpharetta, GA
- General Mortgage Capital CorporationJan 2024 – no end date reportedCity Of Industry, CA
- Davis Insurance ServicesMay 2024 – no end date reportedDallas, TX
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transamerica Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,109
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-38618
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Transamerica Financial Advisors, LLC
Showing 12 of 1,109 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Wright has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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