Andrew Price has been Chief Compliance Officer/President of Bright Financial Advisors since January 2019, is a control person of the firm and directly owns 75% or more of it. Andrew Price studied at Western Michigan University.
Bright Financial Advisors, Inc. is a Portage, MI firm with $725M under management, 665 clients and 2 advisers in one office, as of its January 2026 filing.
Andrew Price is President & CEO of Bright Financial Advisors. He first joined the firm as an intern while studying finance at Western Michigan University in 1999, and was hired as an advisor upon graduating in 2002.
- – present · 17 yearsPortage, MI · Adviser representative · Firm CRD 107931
Professional designations
Listed by Bright Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Andrew Price is registered as an investment adviser representative in 2 states. The first approvals date from February 2009; the most recent is Michigan, in January 2011.
- MichiganSince 25 January 2011
- TexasSince 24 February 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 15 July 2002 |
| Series 7 | General Securities Representative Examination | 27 June 2002 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Michael Price
- CRD
- 4549603
- Firm
- Bright Financial Advisors · CRD 107931
- Role
- Chief Compliance Officer/President
- Office
- 450 W. CENTRE AVENUE, SUITE C, Portage, MI 49024
- Registration
- Investment adviser registration
- In the industry since
- February 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightfinancialadvisors.com
Where does Andrew Price work?
Andrew Price has been Chief Compliance Officer/President of Bright Financial Advisors, Inc. since January 2019, and is a control person of the firm.
Is Andrew Price a financial advisor?
Yes. Andrew Price has a current investment-adviser registration in Michigan and Texas, through Bright Financial Advisors since February 2009.
How many years of experience does Andrew Price have?
Andrew Price has 17 years in the financial industry, since February 2009, across 1 adviser firm.
What exams has Andrew Price passed?
Andrew Price has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in June 2002.
Where is Andrew Price based?
Andrew Price’s registered office is in Portage, MI.
Is Andrew Price registered with FINRA?
No. Andrew Price has no current broker registration.
Is Andrew Price a CFP?
Bright Financial Advisors lists Andrew Price with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Andrew M. Price, CFP® biography, brightfinancialadvisors.com
How can I verify Andrew Price’s record?
Search CRD 4549603 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Price’s full registration record.