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Bradley Stephen Ness

Next Financial Group, Inc.

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About Bradley Stephen Ness

Bradley Ness is a financial advisor who has been active in the industry since August 1, 1992. Bradley is registered as a broker with Next Financial Group, Inc., where he is licensed in both Massachusetts and Texas. Bradley has experience with financial planning and portfolio management for individuals and businesses. Bradley is also a Certified Financial Planner.

Firm Information

Bradley Ness is currently registered with Next Financial Group, Inc.. Next Financial Group, Inc. is a corporation formed in June 1998 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. They are registered with the SEC and have a presence in all 50 states, as well as Puerto Rico and the Virgin Islands. Next Financial Group, Inc. manages over $3.5 billion in assets.
Next Financial Group, Inc.

11740 KATY FREEWAY

HOUSTON, TX 77079

$3.52B

Assets Under Management

5,776

Total Clients

348

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Seminar/workshop attendance fees

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Bradley Ness’s Registration & Firm History

MA

03/21/2016 - Present

Next Financial Group, Inc. (PLYMOUTH MA)

MA

12/02/2011 - 05/26/2015

VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)

TX

09/08/2005 - 12/31/2009

SUMMITALLIANCE SECURITIES, L.L.C. (DALLAS TX)

MA

03/25/1999 - 08/18/2005

BTS SECURITIES CORPORATION (LINCOLN MA)

MA

10/31/1995 - 01/22/1998

BOND TIMING SECURITIES CORPORATION (LINCOLN MA)

NY

03/14/1994 - 10/04/1994

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NJ

06/12/1993 - 03/28/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

01/01/1993 - 03/05/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MA

10/25/1989 - 12/17/1992

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MA

10/25/1989 - 02/27/1992

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/02/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bradley Stephen Ness.
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