David
Dryden
Insight Wealth Partners
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About this Advisor
David Dryden is a financial advisor working in Plano, Texas who has 1 year of industry experience. Dryden is an advisor for Insight Wealth Partners. Their career trajectory has included roles at Kroger, Kelly Family Farms, Pine Cove Camps, Insight Wealth Partners, LLC, Baylor University, Guidestone Financial Resources, Baylor University Department Of Finance, Insurance & Real Estate and High School Student. Dryden holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Texas. Insight Wealth Partners is a company headquartered in Plano, TX. It handles $688 million in assets across its 2,732 accounts, making it one of the larger firms in the country by assets under management. Of its 2,732 accounts, 34% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services are offered. However, fees charged by Insight Wealth Partners may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Wealth Partners Brokerage Details
$688,116,833
13
2,732
$251,873
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Dryden Work History
David has been registered as a financial advisor for 1 years.*
Insight Wealth Partners, LLC
Guidestone Financial Resources
Baylor University Department Of Finance, Insurance & Real Estate
Insight Wealth Partners, LLC
Baylor University
Pine Cove Camps
Kelly Family Farms
Kroger
High School Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Dryden 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 Insight Wealth Partners
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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