Harold Tomlinson, financial advisor Colorado Springs CO

Harold Tomlinson

CRD Number: 1306370
Current Firm: Next Financial Group, Inc.

Harold Tomlinson (CRD# 1306370) is an Investment Advisor Representative working at Next Financial Group, Inc. in Colorado Springs, CO and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Woodland Park, CO Dec 2000 - Current 23
H W Tomlinson Moneymaster Woodland Park, CO Apr 1997 - Current 26
North American Capital Timing Inc. Woodland Park, CO Jan 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
Contact Info for Harold W. Tomlinson
Phone Number: 877-876-6398
Registered State(s):
  • CA
  • CO
  • 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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