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
Mark Brisson (CRD# 4497486) is an Investment Advisor Representative working at Next Financial Group, Inc. in Manhattan Beach, CA and has over 21 years of experience in the finance industry. Mark Brisson 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.
James Broaddus (CRD# 4484458) is an Investment Advisor Representative working at Next Financial Group, Inc. in Clute, TX and has over 20 years of experience in the finance industry.
William Brooksby (CRD# 4499826) is an Investment Advisor Representative working at Next Financial Group, Inc. in Victorville, CA and has over 20 years of experience in the finance industry.
Bruce Brown (CRD# 1759456) is an Investment Advisor Representative working at Next Financial Group, Inc. in Pocatello, ID and has over 35 years of experience in the finance industry.
Whitney Bryant (CRD# 5525595) is an Investment Advisor Representative working at Next Financial Group, Inc. in Roswell, GA and has over 14 years of experience in the finance industry. Whitney Bryant 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.
Timothy Buchanan (CRD# 1256572) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 38 years of experience in the finance industry.
Ilyssa Burke (CRD# 2645669) is an Investment Advisor Representative working at Next Financial Group, Inc. in Boca Raton, FL and has over 19 years of experience in the finance industry.
Ernest Burley (CRD# 3015800) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bowie, MD and has over 18 years of experience in the finance industry. Ernest Burley 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.
Linda Burns (CRD# 2387445) is an Investment Advisor Representative working at Next Financial Group, Inc. in Altoona, PA and has over 22 years of experience in the finance industry.
Andrew Butler (CRD# 2951430) is an Investment Advisor Representative working at Next Financial Group, Inc. in Justin, TX and has over 17 years of experience in the finance industry.