Dustin
Wright

Terra Wealth

CRD#6612109
Investment Advisor
in High Point, NC

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About this Advisor

Dustin Wright is a financial advisor based in High Point, North Carolina, working with Terra Wealth. Dustin has previously held positions at Walmart Stores Inc, Terra Wealth Management, LLC, Sedgwick Claims Management Services, Pfs Investments Inc, and Primerica Financial Services. Dustin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oklahoma. Currently, Dustin is part of Terra Wealth, which operates out of High Point, North Carolina. The firm has 28 offices and 65 employees. The firm manages assets totaling $250.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Terra Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

400 West English Road Ste 215
High Point, NC 27262

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Terra Wealth Brokerage Details

Total Assets Under Management

$250,086,346

NC Average: $3,625,019,099
Total Number of Employees

65

NC Average: 22
Total Number of Accounts

2,158

NC Average: 1,917
Average Account Size

$115,888

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Dustin Wright Work History

2022 - Present (2 years)

Terra Wealth Management, LLC

2019 - Present (5 years)

Sedgwick Claims Management Services

2016 - 2022 (6 years)

Pfs Investments Inc

2013 - 2022 (9 years)

Primerica Financial Services

2009 - 2017 (8 years)

Walmart Stores Inc

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Disclosures

Please visit the SEC profile of Dustin 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 Terra Wealth

Eric Gauthier
Chandler, AZ
Michael Mcdonald
High Point, NC
Karter Doucette
Gilbert, AZ
Marcus White
Wausau, WI
Patrick Adams
Murfreesboro, TN
Richard Wilkinson
High Point, NC
Rukmini Sunkara
High Point, NC
Jeffery Cole
High Point, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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