David WillhiteCRD Number: 1349553
Current Firm: Next Financial Group, Inc.
David Willhite (CRD# 1349553) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 30 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Next Financial Group Inc.||Houston, TX||Aug 2010 - Current||6|
|Unemployed||Fort Wayne, IN||May 2010 - Aug 2010||< 1|
|J.p. Turner & Company, LLC||Greenwood, SC||Apr 2010 - Apr 2010||< 1|
|Gunnallen Financial, Inc.||Lexington, SC||Jan 2010 - Mar 2010||< 1|
|Sii Investments, Inc.||Fort Wayne, IN||Sep 2009 - Jan 2010||< 1|
|Bta Advisory Group||Newport Beach, CA||Mar 1998 - Jan 2010||11|
|Main Street Securities, LLC||Hays, KS||Nov 1999 - Sep 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 2009|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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