Next Financial Group, Inc.

Next Financial Group, Inc. (CRD# 46214) is a financial advisory firm headquartered in Houston, TX. They manage $3,110,437,349 in 15,664 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,110
    MILLION
  • Total Number of Accounts
    15,664
    ACCOUNTS
  • Average Account Value
    $198,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Next Financial Group, Inc.
Showing 1 - 10 of 368 top financial advisors.
1
David P. Ackel
CRD#: 3168949
Cedar Park, TX

David Ackel (CRD# 3168949) is an Investment Advisor Representative working at Next Financial Group, Inc. in Cedar Park, TX and has over 23 years of experience in the finance industry.

2
Sherry A. Adler
CRD#: 1105623
27001 La Paz Rd., Suite 403-a1, Mission Viejo, CA 92691

Sherry Adler (CRD# 1105623) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mission Viejo, CA and has over 39 years of experience in the finance industry.

3
Gary R. Alden
CRD#: 2515518
1801 Kingwood Drive, Suite 230, Kingwood, TX 77339

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.

4
Bruce L. Allen
CRD#: 4590694
Park City, UT

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.

5
Wanda L. Amos
CRD#: 2216254
2500 Wilcrest Drive, Suite 620, Houston, TX 77042

Wanda Amos (CRD# 2216254) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 29 years of experience in the finance industry.

6
Daniel R. Anderson
CRD#: 1630781
3300 State Hwy 16 South, Bandera, TX 78003

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.

7
Stephen P. Aquilino
CRD#: 2737809
2809 S. Lynnhaven Rd, Suite 120, Virginia Beach, VA 23452

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.

8
Rita L. Bagnato
CRD#: 4886143
2500 Wilcrest Drive, Suite 620, Houston, TX 77042

Rita Bagnato (CRD# 4886143) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 15 years of experience in the finance industry.

9
Harvey S. Bailey
CRD#: 1055363
4520 Mint Hill Village, #106, Mint Hill, NC 28227

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.

10
Stephanie K. Bailey
CRD#: 4220208
4520 Mint Hill Village, #106, Mint Hill, NC 28227

Stephanie Bailey (CRD# 4220208) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mint Hill, NC and has over 21 years of experience in the finance industry.

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