David Ronald Hedges

Employer firm

Bookman Bright, Inc. CRD 292262

$22.6M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1996 → Present
  Self Employed Insurance
  Davidson, NC
• 09/2012 → 05/2019
  Regal Investment Advisors, Llc
  Kentwood, MI
• 03/2013 → Present
  Bookman Bright Consulting, Inc.
  Davidson, NC
• 09/2012 → Present
  Bookman Bright, Inc.
  Davidson, NC

Previous Registrations

• 2012-09-06 → 2019-05-22
  Regal Investment Advisors Llc
  Davidson, NC
  Kentwood, MI
• 2012-06-06 → 2012-09-17
  First Allied Advisory Services, Inc.
  Charlotte, NC
• 2006-07-12 → 2012-07-02
  First Allied Securities, Inc.
  San Diego, CA
  Charlotte, NC
• 2002-10-16 → 2006-07-03
  Raymond James Financial Services, Inc.
  Waxhaw, NC

Other Businesses

1.)BOOKMAN BRIGHT CONSULTING, Inc. dba BOOKMAN BRIGHT CONSULTING. LOCATED AT 209 DELBURG STREET, SUITE 205, DAVIDSON, NC, 28036. TAX REDUCTION AND INSURANCE BUSINESS. THIS IS INVESTMENT RELATED. STARTED IN 3/2013. SPENDS APPROXIMATELY 15 HOURS PER MONTH. DAVID IS THE PRESIDENT AND EARNS COMMISSIONS. 2)OWNER OF COLLEGE BOUND FINANCIAL AND OPERATES IT AS A PERSONAL DBA. LOCATED AT 209 DELBURG STREET, SUITE 205, DAVIDSON, NC, 28036. STARTED ON 9/22/2016. THIS IS NOT INVESTMENT RELATED. DEVOTES APPROX 5 HOURS PER MONTH AND 5 HOURS DURING TRADING HOURS. DAVID MEETS WITH PEOPLE TO HELP THEM FIND WAYS TO PAY FOR COLLEGE. HE AIDS THEM IN COMPUTING THEIR EFC AND FILLING OUT THEIR FAFSA FORMS. HE DOES THIS FOR A FLAT FEE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-10-14
• S63 Uniform Securities Agent State Law Examination
  1996-12-24

Other Names

• David R Hedges