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Financial ADVSR advisor directory · SEC adviser records

Bright Financial Advisors, Inc. financial advisors in Portage, MI

Every SEC-registered investment adviser representative at a Bright Financial Advisors, Inc. office in Portage, A to Z.

The short answer

3 registered advisors work at Bright Financial Advisors, Inc. in Portage, out of 3 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Bright Financial Advisors, Inc. advisors in Portage, A to Z

Every Bright Financial Advisors, Inc. advisor →

Bright Financial Advisors, Inc. advisors in every city and state →Bright Financial Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Portage

All Portage advisors →

Zhang Financial 19Ameriprise Financial Services, LLC 16Pfs Investments Inc. 15Oppenheimer & Co. Inc. 11Wells Fargo Clearing Services, LLC 11Plante Moran Financial Advisors 9Stifel, Nicolaus & Company, Incorporated 9Merrill Lynch, Pierce, Fenner & Smith Incorporated 8Raymond James & Associates, Inc. 8Edward Jones 6LPL Financial LLC 6Lvm Capital Management Ltd. 6

Questions

How many financial advisors does Bright Financial Advisors, Inc. have in Portage?

3 investment adviser representatives are registered at Bright Financial Advisors, Inc. offices in Portage, Michigan, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Bright Financial Advisors, Inc. one of the largest advisor employers in Portage?

Bright Financial Advisors, Inc. ranks number 16 in Portage by registered advisors; Zhang Financial has the most, with 19.

How do I check a Bright Financial Advisors, Inc. advisor in Portage?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bright Financial Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.