Supreme Alliance
47yrs
Top advisor by experience in Charlotte
8yrs
David Wright Durham
Financial advisor at First Citizens Investor Services
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office128 S Tryon Street, Charlotte, NC 28202
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through First Citizens Investor Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- 2018 – nowFirst Citizens Investor Services, Inc.Current firm
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?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call First Citizens Investor Services at 800-229-0205 and ask for David Wright Durham. David works from the Charlotte, NC office.
How long has David been a financial advisor?
David has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does David hold?
Series 66. 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?
First Citizens Investor Services 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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