Claim Profile
DW

David Brent Wright

REGIONS INVESTMENT MANAGEMENT, INC.·BIRMINGHAM, Alabama
Unclaimed Profile
1900 5TH AVENUE NORTH, BIRMINGHAM, AL 35203-2618CRD# 4377302Firm CRD# 111715
01

About

David Brent Wright is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with REGIONS INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
REGIONS INVESTMENT MANAGEMENT, INC.
REGIONS INVESTMENT MANAGEMENT, INC.
AUM
$17.0B
Regulatory assets under management
Employees
29
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4377302
Firm CRD# 111715
8 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Brent Wright offer?
David Brent Wright specializes in Wealth Management, Fee-Only Advisory. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are David Brent Wright's credentials?
David Brent Wright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Brent Wright located?
David Brent Wright is based in BIRMINGHAM, Alabama, working with REGIONS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does David Brent Wright charge for services?
David Brent Wright's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REGIONS INVESTMENT MANAGEMENT, INC.?
REGIONS INVESTMENT MANAGEMENT, INC. has approximately 29 employees and manages $17.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty