Andrew Price, financial advisor Portage MI
96 score

Andrew Price

CRD 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 14 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.

Similar Advisors
Anders Bergh, financial advisor Portage MI
Anders E. Bergh
CRD# 5812169
Prudential Financial Planning Services
Similar Advisors
Tyler Alvord, financial advisor Portage MI
Tyler W. Alvord
CRD# 5768463
Lvm Capital Management Ltd
Similar Advisors
Adam Anderson, financial advisor Portage MI
Adam D. Anderson
CRD# 3152739
Wells Fargo Advisors, LLC
Professional Designations
Company Name Location Dates Years
Bright Financial Advisors, Inc. Kalamazoo, MI Jul 2002 - Current 14
Cambridge Investment Research, Inc. Fairfield, IA Nov 2002 - Jul 2010 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
Contact Info for Andrew M. Price
Phone Number: 269-373-2700
Registered State(s):
  • LA
  • TX
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Andrew Price and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.