ChooseAFinancialAdvisor.com
Advisors / California / Santa Ana
17yrs

Bryan Wright

Financial advisor at Primerica Advisors

Bryan Wright is a fiduciary financial advisor in Santa Ana, California, with 17 years in the industry. Bryan joined Primerica Advisors in 2012, a firm offering investment management. The firm is paid through a percentage of assets.

One of 110 advisors with offices in Santa Ana, and one of 94 fiduciaries.

Santa Ana, CA 92701Fiduciary advisor

At a glance

Experience17 years (since 2009)
How that compares ?More experience than 57% of advisors at Primerica Advisors
Office1801 Parkcourt Pl Suite E-210b, Santa Ana, CA 92701
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state

Services through Primerica Advisors

Investment management for individuals and small businesses

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2012 – now

Questions to ask Bryan

Tailored to Bryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Bryan

How do I contact Bryan?

Call Primerica Advisors at 833-786-0550 and ask for Bryan Wright. Bryan works from the Santa Ana, CA office.

How long has Bryan been a financial advisor?

Bryan has been in the industry since 2009, about 17 years. More experience than 57% of advisors at Primerica Advisors.

What licenses does Bryan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Bryan a fiduciary?

Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Bryan paid?

Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Bryan 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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