Brenda Stein, financial advisor Medford OR

Brenda Stein

CRD Number: 6254128
Current Firm: Next Financial Group, Inc.

Brenda Stein (CRD# 6254128) is an Investment Advisor Representative working at Next Financial Group, Inc. in Medford, OR and has over 10 years of experience in the finance industry. Brenda Stein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Go Wealth Management Eugene, OR Mar 2024 - Current < 1
Next Financial Services Houston, TX Sep 2023 - Mar 2024 < 1
Purshe Kaplan Sterling Investments Albany, NY May 2020 - Sep 2023 3
Seacrest Wealth Management, LLC Medford, OR May 2018 - Sep 2023 5
Edward Jones St Louis, MO Oct 2013 - May 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Brenda Stein
Phone Number: 877-876-6398
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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