Stefan Lamar Reddrick

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 07/2025
  Next Financial Group, Inc.
  Santa Ana, CA
• 07/2025 → Present
  Lpl Financial Llc
  Newport Beach, CA

Previous Registrations

• 2005-03-01 → 2025-07-10
  Next Financial Group, Inc.
  Newport Beach, CA
• 2002-04-05 → 2005-03-04
  Wells Fargo Advisors Financial Network, Llc
  Laguna Niguel, CA

Other Businesses

1- 07/2025 - Stefan Reddrick - Non-Variable Insurance - Insurance agent - Investment Related - At Reported Business Location(s) - Start Date 09/01/2001 - 1 hour per month/ during trading 2- 07/2025 - Alpha Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/04/2016 - 200 hours per month/ 100 hours during trading 3- 07/2025 - Alpha Wealth Partners Real estate LLC - Real Estate Rental - Investment Related - Dayton, OH - Start Date 11/13/2001 - 10 hours per month/ 3 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-24
• S63 Uniform Securities Agent State Law Examination
  1998-06-09