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Andrew Michael Price

Bright Financial Advisors, Inc.

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About Andrew Michael Price

Andrew Michael Price is a financial advisor with Bright Financial Advisors, Inc. Andrew Michael Price has been in the industry since 2002. Andrew Michael Price is a Certified Financial Planner. Andrew Michael Price has passed the Series 63 and Series 7 exams. Andrew Michael Price is registered to provide investment advice in Michigan and Texas. Andrew Michael Price also provides independent insurance services for various independent insurance companies. Andrew Michael Price specializes in retirement planning, college planning, and investment management for individuals and businesses. Andrew Michael Price has a strong track record of helping clients reach their financial goals. Andrew Michael Price is committed to providing personalized financial advice that meets the unique needs of each client.

Firm Information

Andrew Price is currently registered with Bright Financial Advisors, Inc.. Bright Financial Advisors, Inc. is a financial advisor registered with the SEC and located in PORTAGE, MI. The firm manages approximately $570,094,623 in regulatory assets under management for 2,495 accounts. Their services include financial planning and portfolio management for individuals and businesses. They have clients including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Bright Financial Advisors, Inc.

450 W. CENTRE AVENUE

PORTAGE, MI 49024

$570.09M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Price’s Registration & Firm History

MI

02/24/2009 - Present

Bright Financial Advisors, Inc. (PORTAGE MI)

MI

11/15/2002 - 07/27/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTAGE MI)

PA

07/01/2002 - 11/21/2002

HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)

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Licenses & Designations

BC

Issued 07/15/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Michael Price.
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