Bradford T. Wright
LAUNCH FINANCIAL PLANNING
Andover, MA 01810
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CRD#: 6239582
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.
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
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
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.
1)Name of Business : Financial Planning Association of MA
Address: Andover, MA
Nature of the Business: Non Profit Org. - Founder/Leadership
Position/Title: Director
Investment Related: No
Start Date: 06/01/2013
Hours per month devoted to this business: 4
Hours per month devoted to this business during trading hours: 0
Description of duties: Member of the Board, President-Elect, Plan and direct strategy, outreach to various media outlets. Host short, educational videos for The Financial Planning Association of Massachusetts.
2) Name of Business : New England Financial Planning Group - Address: Burlington, MA - Nature of the Business: Independent RIA - Position/Title: Employee - Investment Related: Yes - Start Date: 02/24/2014 - Hours per month devoted to this business: 200 - Hours per month devoted to this business during trading hours: 200 - Description of duties: Account management Management of portfolio systems and processes Client support resource Member of the firm's portfolio team
3) PFE Advisors Inc,
Retirement Planning Consultant/Education
1 hour per week, 1 hour during trading time, 07/2015.
4) Name of Business : NA
Address: Andover, MA
Nature of the Business: TV Host/Voiceover
Position/Title: Other (paid)
Investment Related:No
Start Date: 01/01/1998
Hours per month devoted to this business: 3
Hours per month devoted to this business during trading hours: 0
Description of duties: Freelance TV Host (Entertainment) and Voiceover Artist (TV/Radio Commercials)
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®
Start date: 2015
Experience
Current
June 9, 2020 - Present
LAUNCH FINANCIAL PLANNING
Office #1: 2 Dundee Park Drive Suite 303-b, Andover, MA 01810RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 38,193,020 |
Red Flags
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Company Information
LAUNCH FINANCIAL PLANNING
CRD#: 307327Andover, MA 01810TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
