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
Paul Butler (CRD# 7025624) is an Investment Advisor Representative working at Next Financial Group, Inc. in Scottsdale, AZ and has over 4 years of experience in the finance industry.
David Cade (CRD# 1264498) 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.
Marie Caldera (CRD# 1980184) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Luis Obispo, CA and has over 31 years of experience in the finance industry.
Michael Calisi (CRD# 5214721) is an Investment Advisor Representative working at Next Financial Group, Inc. in Scottsdale, AZ and has over 16 years of experience in the finance industry. Michael Calisi 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.
Terri Canterbury (CRD# 2972916) is an Investment Advisor Representative working at Next Financial Group, Inc. in Kingwood, TX and has over 9 years of experience in the finance industry.
Steven Carlson (CRD# 5024470) is an Investment Advisor Representative working at Next Financial Group, Inc. in Canton, OH and has over 17 years of experience in the finance industry.
John Case (CRD# 2112321) is an Investment Advisor Representative working at Next Financial Group, Inc. in Lexington, SC and has over 32 years of experience in the finance industry.
York Caywood (CRD# 2283308) is an Investment Advisor Representative working at Next Financial Group, Inc. in Grafton, OH and has over 20 years of experience in the finance industry.
David Christianson (CRD# 1448982) is an Investment Advisor Representative working at Next Financial Group, Inc. in Virginia Beach, VA and has over 37 years of experience in the finance industry. David Christianson 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.
Robert Clark (CRD# 4099285) is an Investment Advisor Representative working at Next Financial Group, Inc. in Orange, CA and has over 22 years of experience in the finance industry.