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).
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Total Assets Under Management3,110MILLION
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Total Number of Accounts15,664ACCOUNTS
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Average Account Value$198,572
- 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
- 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 39 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.
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.
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 21 years of experience in the finance industry.