Keith Bowers, financial advisor Alpharetta GA

Keith Bowers

CRD Number: 1403498
Current Firm: Next Financial Group, Inc.

Keith Bowers (CRD# 1403498) is an Investment Advisor Representative working at Next Financial Group, Inc. in Alpharetta, GA and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. St. Petersburg, FL Apr 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Keith A. Bowers
Phone Number: 877-876-6398
Registered State(s):
  • FL
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    2,919
    MILLIONS
  • Total Number of Accounts
    16,162
    ACCOUNTS
  • Average Account Value
    $180,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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