A complete list of active advisors currently associated with Bookman Bright, Inc.

Warmer can help you find a great advisor at Bookman Bright, Inc. or one who fits your needs even better.

Bookman Bright, Inc. advises individual clients and provides services for employer retirement plans, offering comprehensive financial planning, portfolio management, and pension-plan consulting. The firm delivers written financial plans for planning engagements, ongoing account management, and may recommend third-party investment advisers to manage part or all of a client’s assets. Portfolios are built around an asset-allocation framework and are managed using a combination of fundamental and technical analysis, with periodic rebalancing and the option for discretionary trading when authorized. The firm uses institutional custodial platforms and may place clients with third-party managers where appropriate, disclosing those relationships to clients. The brochure discloses that the firm’s principal is a licensed insurance agent who may receive commissions for insurance and tax-planning products, creating revenue separate from advisory fees. Additionally, the firm’s pension-plan design work for businesses and its participation in institutional custodian programs (with related operational benefits) are notable features relative to many peers of similar scale.

To learn more about the advisors currently working at Bookman Bright, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Hedges	Davidson, NC	24

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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