Bradley Stephen Ness

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-10

MA RA
APPROVED

Since 2025-07-10

Branch Locations

Plymouth, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Next Financial Group, Inc.	Houston	TX	07/2015	07/2025
Lpl Financial Llc	Plymouth	MA	07/2025	Present

07/2015 → 07/2025

Next Financial Group, Inc.

Houston, TX
07/2025 → Present

Lpl Financial Llc

Plymouth, MA

Previous Registrations

2015-09-16 → 2025-07-10

Next Financial Group, Inc.

Plymouth, MA

Houston, TX
2011-12-06 → 2015-05-26

Voya Financial Advisors, Inc.

Braintree, MA
2005-09-14 → 2011-11-17

Fortitude Advisory Group L.L.C.

Plymouth, MA
1999-12-19 → 2005-08-18

Bts Asset Management, Inc.

Lexington, MA

Other Businesses

1- 07/2025 - Bradley Ness - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/15/2015 - 5 hours per month/ during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-11-02

S63 Uniform Securities Agent State Law Examination

1989-11-02

Designations

Certified Financial Planner

Other Names

Bradley Stephen Ness
Bradley S Ness

View on SEC IAPD