Bradford Wright, financial advisor Andover MA

Bradford Wright

CRD Number: 6239582
Current Firm: Launch Financial Planning

Bradford Wright (CRD# 6239582) is an Investment Advisor Representative working at Launch Financial Planning in Andover, MA and has over 10 years of experience in the finance industry. Bradford Wright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Launch Financial Planning, LLC Andover, MA May 2020 - Current 3
Raymond James Financial Services, Inc. Burlington, MA Dec 2017 - May 2020 2
New England Financial Planning Group Burlington, MA Feb 2014 - May 2020 6
Freelance Voiceover Andover, MA Jan 2002 - Jan 2020 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
S63 Uniform Securities State Law Examination Jan 2018
Contact Info for Bradford T. Wright
Phone Number: 978-245-2424
Registered State(s):
  • CA
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $189,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, MA, NH

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