Unclaimed Profile

Dagny Wright Young

SUNBELT SECURITIES, INC.·HOUSTON, Texas

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 87, Series 99TOClean record27 years registeredSUNBELT SECURITIES, INC.

2700 POST OAK BLVD STE 1700, HOUSTON, TX 77056CRD# 2050615Firm CRD# 42180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dagny Wright Young · HOUSTON, TX

Registration

CRD #2050615 · SUNBELT SECURITIES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

SUNBELT SECURITIES

Feb 2016 – present

SUNBELT SECURITIES, INC.

Feb 2016 – present

EDI INVESTMENT ADVISOR CORPORATION

Dec 2013 – Jan 2016

IRVING, TX

EDI INVESTMENT ADVISOR CORPORATION

Aug 2013 – Dec 2013

IRVING, TX

WFG ADVISORS, LP

Apr 2003 – Jul 2013

DALLAS, TX

WILLIAMS FINANCIAL GROUP

Jun 1999 – Oct 2007

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 87

Series 99TO

Registration record

First registered · June 15, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUNBELT SECURITIES, INC.

CRD 42180 · SEC 801-71479

AUM

$1.9B

Regulatory assets under management

Employees

4,727 client accounts

Services offered by SUNBELT SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SUNBELT SECURITIES, INC. →

Introduction

Speak with Dagny Wright

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dagny Wright is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

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

Browse HOUSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dagny Wright Young offer?

Dagny Wright Young specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Dagny Wright Young's credentials?

Dagny Wright Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dagny Wright Young located?

Dagny Wright Young is based in HOUSTON, Texas, working with SUNBELT SECURITIES, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Dagny Wright Young charge for services?

Dagny Wright Young's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNBELT SECURITIES, INC.?

SUNBELT SECURITIES, INC. has approximately 67 employees and manages $1.9B 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 →