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Bradford Travis Wright

Bradford T. Wright

LAUNCH FINANCIAL PLANNING
Andover, MA 01810
Some features on this profile are disabled
CRD#: 6239582
Bradford Travis Wright

Professional summary

Bradford Travis Wright, CFP®, who also goes by Bradford T. Wright, Bradley T. Wright, is a registered financial advisor currently at LAUNCH FINANCIAL PLANNING located in Andover, Massachusetts.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Bradford has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Core Areas of Focus

Business Owners
Cash Flow/Budgets/Credit Issues
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing Management
Medical Professionals

Biography

BRAD WRIGHT, CFP®: As Founding Partner, Chief Investment Officer, and Director of Financial Planning, Brad focuses on understanding, researching, planning, and implementing our clients’ financial goals. Brad is also a frequent guest speaker to Fortune 500 companies and often serves as a financial expert for Boston’s ABC affiliate (WCVB-TV) and the Mix 104-1 New England Lifestyles show. Brad began his transition to financial planning over ten years ago from a successful career as a television and radio host, working for ABC, NBC, and CBS Radio. Brad’s experience and approach enables him to easily connect and build relationships with clients to collaboratively determine their path to financial independence.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Budgeting
Insurance Planning
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Bradford T. Wright | Bradley T. Wright

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Travis Wright's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

June 9, 2020 - Present

LAUNCH FINANCIAL PLANNING

Office #1: 2 Dundee Park Drive Suite 303-b, Andover, MA 01810
RIA
CRD#: 307327
Andover, MA
Past

December 22, 2017 - May 8, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
BURLINGTON, MA
Past

January 26, 2015 - May 13, 2020

NEFPG

RIA
CRD#: 105254
BURLINGTON, MA
Past

December 23, 2013 - January 22, 2014

TPW FINANCIAL

RIA
CRD#: 132797
NEWTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/9/2023)
IAR
Massachusetts
(6/9/2020)
IAR
New Hampshire
(11/17/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 1/30/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/18/2013
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/22/2017
General Securities Representative Examination

Current Firm

LAUNCH FINANCIAL PLANNING
LAUNCH FINANCIAL PLANNING
LAUNCH FINANCIAL PLANNING | LAUNCH FINANCIAL PLANNING, LLC

CRD#: 307327 / SEC#:

California
Registered Investment Advisory firm - (11/9/2023 Approved)
Massachusetts
Registered Investment Advisory firm - (4/27/2020 Approved)
New Hampshire
Registered Investment Advisory firm - (11/17/2021 Approved)
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Contact information

Main Address
2 Dundee Park Drive Suite 303-b, Andover, MA 01810
Mailing Address
Phone number
(978) 245-2424
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts234
AUM (Assets Under Management)$ 49,788,906

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LAUNCH FINANCIAL PLANNING

LAUNCH FINANCIAL PLANNING

CRD#: 307327Andover, MA 01810

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Contact information

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