Bradley Ness
Bradley Ness is a CFP-designated registered investment advisor at LPL Financial LLC, based in Plymouth, MA, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Plymouth, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is an insurance agent offering fixed annuities, life, health, disability, and long-term care insurance products since 2015. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Summitalliance Advisors, L.L.C.
Summitalliance Securities, L.L.C.Broker
Bts Asset Management, INC.
Bts Securities CorporationBroker
Bond Timing Securities CorporationBroker
Gruntal & CO. IncorporatedBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.