Next Financial Group, Inc.
Next Financial Group, Inc. (CRD# 46214) is a financial advisory firm headquartered in Houston, TX. They manage $3,522,327,030 in 17,352 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management3,522MILLION
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Total Number of Accounts17,352ACCOUNTS
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Average Account Value$202,993
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Charlie Kirven (CRD# 1343519) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 39 years of experience in the finance industry.
Karl Klinger (CRD# 2504870) is an Investment Advisor Representative working at Next Financial Group, Inc. in Virginia Beach, VA and has over 29 years of experience in the finance industry.
Kathleen Knapp (CRD# 4420171) is an Investment Advisor Representative working at Next Financial Group, Inc. in Largo, FL and has over 22 years of experience in the finance industry.
Barry Knight (CRD# 1398160) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 20 years of experience in the finance industry.
Sandra Kobel (CRD# 1349655) is an Investment Advisor Representative working at Next Financial Group, Inc. in Rochester, NY and has over 38 years of experience in the finance industry.
Deena Kobrin (CRD# 1202622) is an Investment Advisor Representative working at Next Financial Group, Inc. in Robbinsville, NJ and has over 39 years of experience in the finance industry.
Stephen Koehler (CRD# 6320356) is an Investment Advisor Representative working at Next Financial Group, Inc. in Johns Creek, GA and has over 9 years of experience in the finance industry.
Gary Kokin (CRD# 1146824) is an Investment Advisor Representative working at Next Financial Group, Inc. in Williamsville, NY and has over 40 years of experience in the finance industry.
Philip Kong (CRD# 4828483) is an Investment Advisor Representative working at Next Financial Group, Inc. in Roseville, CA and has over 11 years of experience in the finance industry.
Megan Koopman (CRD# 5030257) is an Investment Advisor Representative working at Next Financial Group, Inc. in Phoenix, AZ and has over 17 years of experience in the finance industry.