Wanda AmosCRD Number: 2216254
Current Firm: Next Financial Group, Inc.
Wanda Amos (CRD# 2216254) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 30 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Next Financial Group Inc.||Houston, TX||Apr 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
|S65||NASAA Investment Advisors Law Examination||Feb 1993|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management3,110MILLIONS
Total Number of Accounts15,664ACCOUNTS
Average Account Value$198,572
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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