SR

Stefan Reddrick

Division Manager at NEXT Financial Group

Stefan Reddrick serves as the President of ALPHA WEALTH PARTNERS INC. since March 2005, specializing in retirement planning, portfolio building, and income strategies for individuals, business owners, and retirees. In addition, Stefan has held the role of Division Manager at NEXT Financial Group, Inc. since March 2005 and previously worked as a Financial Adviser at Wachovia Securities Financial Network from 2001 to 2005, as well as at Bank of America Merrill Lynch from 1999 to 2001. Early career experience includes serving as a Research Analyst at Citi from 1995 to 1999 and as an Accounting/Finance/Research Analyst at Ohio Casualty Insurance. Educational qualifications include a Bachelor of Science in Accounting with a minor in Finance from Morris Brown College and a minor in Military Science from Georgia Tech University, along with certifications from the US Army Finance Academy and Salomon Smith Barney.

Location

Newport Beach, United States

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NEXT Financial Group

In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"​), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"​), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL"​) rule, but to meet Securities and Exchange Commission ("SEC"​) investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."​


Employees

51-200

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