Andrew PriceCRD Number: 4549603
Current Firm: Bright Financial Advisors, Inc.
Andrew Price (CRD# 4549603) is an Investment Advisor Representative working at Bright Financial Advisors, Inc. in Portage, MI and has over 15 years of experience in the finance industry. Andrew Price 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.
Prudential Financial Planning Services
Cambridge Investment Research Advisors, Inc.
Lvm Capital Management Ltd
|Bright Financial Advisors, Inc.||Kalamazoo, MI||Jul 2002 - Current||15|
|Cambridge Investment Research, Inc.||Fairfield, IA||Nov 2002 - Jul 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
Total Assets Under Management183MILLIONS
Total Number of Accounts1,630ACCOUNTS
Average Account Value$112,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, FL, LA, MI, NE, TX