BOOKMAN BRIGHT
Updated 51 days ago
209 Delburg Street Suite 205 Davidson, NC 28036
David has practiced in the financial services business since 1996. In addition to working for well known insurance names like John Hancock and investment firms like A.G. Edwards & Sons, David has been affiliated with additional firms such as Raymond James Financial Services and Regal Investment Advisors. He launched his own registered investment advisory business in May of 2019, Bookman Bright, Inc. dba Bookman Bright Retirement Planning & Capital Management...
We help select business owners and executives with financial strategies that will help them better prepare for retirement and/or financial independence.
Also known as: Bookman Bright, Inc.