AdvisorOS Directory
Claim Profile
Unclaimed Profile
AP

Andrew Michael Price

BRIGHT FINANCIAL ADVISORS, INC.·PORTAGE, Michigan
Series 7, Series 63CFPClean record17 years registeredBRIGHT FINANCIAL ADVISORS, INC.
450 W. CENTRE AVENUE, PORTAGE, MI 49024CRD# 4549603Firm CRD# 107931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Michael Price · PORTAGE, MI
Registration
CRD #4549603 · BRIGHT FINANCIAL ADVISORS, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

BRIGHT FINANCIAL ADVISORS, INC.
Feb 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · February 24, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT FINANCIAL ADVISORS, INC.
CRD 107931 · SEC 801-57192
AUM
$489M
Regulatory assets under management
Employees
13
2,546 client accounts
Services offered by BRIGHT FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRIGHT FINANCIAL ADVISORS, INC. →
Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PORTAGE?

Browse all registered financial advisors in PORTAGE, Michigan or claim this profile if it's yours.

Browse PORTAGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Andrew Michael Price offer?
Andrew Michael Price specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTAGE, Michigan for a consultation.
What are Andrew Michael Price's credentials?
Andrew Michael Price holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Andrew Michael Price located?
Andrew Michael Price is based in PORTAGE, Michigan, working with BRIGHT FINANCIAL ADVISORS, INC.. Their office serves clients in the PORTAGE metropolitan area and surrounding communities.
How does Andrew Michael Price charge for services?
Andrew Michael Price's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT FINANCIAL ADVISORS, INC.?
BRIGHT FINANCIAL ADVISORS, INC. has approximately 13 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BRIGHT FINANCIAL ADVISORS, INC.

Brookes Lauren Welc
PORTAGE, MI
Jeffrey James Bright
PORTAGE, MI

More Advisors in PORTAGE, Michigan

Donald Wayne Prior
PPS & V ASSET MANAGEMENT CONSULTANTS INC·PORTAGE, MI
Tyler Wayne Alvord
LVM CAPITAL MANAGEMENT LTD·PORTAGE, MI
CFA
Charles Alan Prudhomme
LVM CAPITAL MANAGEMENT LTD·PORTAGE, MI
Alex Chen Zhang
ZHANG FINANCIAL LLC·PORTAGE, MI
CFPCFA
John Anthony Wolfe
JOHN A. WOLFE & ASSOCIATES, INC.·PORTAGE, MI
Charles Edward Gasaway
GASAWAY INVESTMENT ADVISORS, INC.·PORTAGE, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)LIVONIA (28)DETROIT (27)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile