Thomas Heller, financial advisor Bethel Park PA
93 score

Thomas Heller

CRD Number: 1183668
Current Firm: Next Financial Group, Inc.

Thomas Heller (CRD# 1183668) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bethel Park, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Bethel Park, PA Jan 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S63 Uniform Securities State Law Examination Nov 1983
Contact Info for Thomas G. Heller
Phone Number: 713-789-7122
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,564
    MILLIONS
  • Total Number of Accounts
    8,116
    ACCOUNTS
  • Average Account Value
    $192,726
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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