Bradley
Ness

Next Financial Group, Inc

CRD#1997466
Investment Advisor
in Plymouth, MA

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About this Advisor

Bradley Ness is a certified financial planner operating out of Plymouth, Massachusetts with 8 years of relevant experience. Ness is an advisor for Next Financial Group, Inc. Throughout their career, Ness has worked at Ing, Ing Financial Partners, Inc, Voya Financial, Voya Financial Advisors and Next Financial Group, Inc. Ness holds a Series 63 license, certifying them as a securities representative, and can operate in Massachusetts and Texas. Next Financial Group, Inc is an advisory firm based in Houston, TX. It has offices in 280 locations and a total of 587 employees. It controls $3 billion in assets under management among its 16,162 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 47 charities and foundations. Of its 16,162 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on the type of financial services provided. Fees billed by Next Financial Group, Inc may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Plymouth, MA

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

MA Average: $3,042,739,679
Total Number of Employees

587

MA Average: 49
Total Number of Accounts

16,162

MA Average: 2,315
Average Account Size

$180,612

MA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bradley Ness Work History

Bradley has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Next Financial Group, Inc

2014 - 2015 (1 year)

Voya Financial

2014 - 2015 (1 year)

Voya Financial Advisors

2011 - 2014 (3 years)

Ing

2011 - 2014 (3 years)

Ing Financial Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bradley Ness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Next Financial Group, Inc

Ann Shadle
Novi, MI
Erik Truxal
Sacramento, CA
Bradley Laczny
Roseville, CA
Brianne Kokemuller
Altoona, PA
Brad Pickett
Houston, TX
Peter Gutschenritter
Atlanta, GA
Philip Kong
Sacramento, CA
Donald Quirk
Titusville, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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