Bradford Travis Wright
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Business Services
- Investment Management
- Retirement Planning
Specializations
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...
Other Aliases
Bradford T. Wright, Bradley T. Wright
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
LAUNCH FINANCIAL PLANNING | LAUNCH FINANCIAL PLANNING, LLC
Contact Information
Main Address
2 Dundee Park Drive Suite 303-b, Andover, MA 01810Phone Number
(978) 245-2424# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
234AUM (Assets Under Management)
$49,788,906Similar Advisors
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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.
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State Registrations and Notice Filings
(11/9/2023)
(6/9/2020)
(11/17/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Bradford Travis Wright's CRS (Customer Relationship Summary).
Services Offered by Bradford
- Financial Planning
- Cashflow & Budgeting
- Risk Management & Insurance
- Business Services
- Investment Management
- Retirement Planning
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