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John Bright

Advisor at Bright Investments, LLC

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Bright Investments, LLC logo

Firm

Bright Investments, LLC

Location

Auburn, AL 36832

Credentials

Series 63, Series 65

Industry experience

10 years

About

John Bright is a financial advisor at Bright Investments, LLC in Auburn, Alabama, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Bright Investments since 2015. Bright Investments serves institutional and private clients, including endowments, foundations, pension plans, trusts, banks, corporations, and individuals. The firm employs a value-oriented, bottom-up fundamental research approach focused on mid-to-large capitalization quality businesses and manages approximately $140 million across about 40 client relationships.

Client services

Based on Bright Investments, LLC

Portfolio management

Expertise

Based on Bright Investments, LLC

Active portfolio management

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $10,000,000: 1.00% $10,000,001 - $50,000,000: 0.95% $50,000,001+: 0.75%

Other

Account minimum: $5,000,000 (subject to negotiation)

Location

570 Devall Drive, Suite 303

Auburn, AL 36832

Most active in

Alabama · Tennessee

Work history

Bright Investments, LLC

2015 - Present (11 years)

Bright Investments, LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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