David
Wright
Sierra Investment Management, LLC
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About this Advisor
David Wright is a financial advisor based in Santa Monica, California, working with Sierra Investment Management, LLC. David has previously worked at Sierra Investment Management, Inc and Ocean Park Asset Management, Inc. David has passed the Series 65 regulatory exam and is registered to provide services in California, Nevada, Texas, and Washington. Currently, David is part of Sierra Investment Management, LLC, which is located in Santa Monica, California. The firm has 31 employees and manages assets totaling $385.1 million. Sierra Investment Management, LLC serves charitable clients and high-net-worth clients, offering services such as financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Sierra Investment Management, LLC is asset-based.
Certifications and Registrations
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Office Location
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Sierra Investment Management, LLC Brokerage Details
$385,106,648
31
832
$462,869
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
David Wright Work History
Sierra Investment Management, Inc
Ocean Park Asset Management, Inc
Disclosures
Please visit the SEC profile of David Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sierra Investment Management, LLC
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
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