Next Financial Group, Inc.
Next Financial Group, Inc. (CRD# 46214) is a financial advisory firm headquartered in Houston, TX. They manage $2,919,044,437 in 16,162 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management2,919MILLION
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Total Number of Accounts16,162ACCOUNTS
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Average Account Value$180,612
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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
David Ackel (CRD# 3168949) is an Investment Advisor Representative working at Next Financial Group, Inc. in Cedar Park, TX and has over 24 years of experience in the finance industry.
Sherry Adler (CRD# 1105623) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mission Viejo, CA and has over 40 years of experience in the finance industry.
Gary Alden (CRD# 2515518) is an Investment Advisor Representative working at Next Financial Group, Inc. in Kingwood, TX and has over 28 years of experience in the finance industry.
Bruce Allen (CRD# 4590694) is an Investment Advisor Representative working at Next Financial Group, Inc. in Park City, UT and has over 20 years of experience in the finance industry.
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.
Daniel Anderson (CRD# 1630781) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bandera, TX and has over 29 years of experience in the finance industry.
Stephen Aquilino (CRD# 2737809) is an Investment Advisor Representative working at Next Financial Group, Inc. in Virginia Beach, VA and has over 26 years of experience in the finance industry.
Harvey Bailey (CRD# 1055363) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 40 years of experience in the finance industry.
Stephanie Bailey (CRD# 4220208) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 22 years of experience in the finance industry.
Lynn Barnes (CRD# 1053500) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 33 years of experience in the finance industry. Lynn Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.