American Wealth Management
47yrs
Top advisor by experience in Alpharetta
24yrs
David Wright
Financial advisor at Transamerica Financial Advisors
Based in Alpharetta, Georgia, David Wright is a fiduciary financial advisor with 24 years of industry experience. David has been with Transamerica Financial Advisors since 2024; before that, David spent five years at Investment Advisors International. Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?More experience than 74% of advisors at Transamerica Financial Advisors
Office190 Bluegrass Valley Parkway., Alpharetta, GA 30005
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowTransamerica Financial Advisors, LLCCurrent firm
- 2007 – 2012Investment Advisors International, Inc.Previously
Contact David
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for David. 190 Bluegrass Valley Parkway.Alpharetta, GA 30005Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for David Wright. David works from the Alpharetta, GA office.
How long has David been a financial advisor?
David has been in the industry since 2003, about 24 years. More experience than 74% of advisors at Transamerica Financial Advisors.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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