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
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.
Brian Bartlett (CRD# 1912095) is an Investment Advisor Representative working at Next Financial Group, Inc. in Colorado Springs, CO and has over 34 years of experience in the finance industry.
Cecil Bateman (CRD# 5500619) is an Investment Advisor Representative working at Next Financial Group, Inc. in Saint Augustine, FL and has over 14 years of experience in the finance industry.
Bradley Bates (CRD# 5399216) is an Investment Advisor Representative working at Next Financial Group, Inc. in Austin, TX and has over 15 years of experience in the finance industry.
Desiree Batiste (CRD# 2151989) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 31 years of experience in the finance industry.
Michael Becher (CRD# 4383547) is an Investment Advisor Representative working at Next Financial Group, Inc. in Gainesville, GA and has over 21 years of experience in the finance industry.
Michael Becht (CRD# 2906349) is an Investment Advisor Representative working at Next Financial Group, Inc. in Depew, NY and has over 25 years of experience in the finance industry.
Michael Bell (CRD# 2420219) is an Investment Advisor Representative working at Next Financial Group, Inc. in Tallahassee, FL and has over 28 years of experience in the finance industry. Michael Bell 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.
Bradley Bishop (CRD# 6554436) is an Investment Advisor Representative working at Next Financial Group, Inc. in Harleysville, PA and has over 7 years of experience in the finance industry.