Bradley Ness, financial advisor Plymouth MA

Bradley Ness

CRD Number: 1997466
Current Firm: Next Financial Group, Inc.

Bradley Ness (CRD# 1997466) is an Investment Advisor Representative working at Next Financial Group, Inc. in Plymouth, MA and has over 34 years of experience in the finance industry. Bradley Ness 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
Next Financial Group, Inc. Houston, TX Jul 2015 - Current 8
Voya Financial Braintree, MA Sep 2014 - May 2015 < 1
Voya Financial Advisors Braintree, MA Sep 2014 - May 2015 < 1
Ing Braintree, MA Nov 2011 - Sep 2014 2
Ing Financial Partners, Inc. Braintree, MA Nov 2011 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
Contact Info for Bradley S. Ness
Phone Number: 877-876-6398
Registered State(s):
  • MA
  • TX
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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