William Brooksby, financial advisor Houston TX
96 score

William Brooksby

CRD Number: 4499826
Current Firm: Next Financial Group, Inc.

William Brooksby (CRD# 4499826) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX May 2012 - Current 4
Sagepoint Financial Advisors Victorville, CA Aug 2010 - May 2012 1
Next Financial Group, Inc. Victorville, CA Dec 2004 - Aug 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for William F. Brooksby
Phone Number: 713-789-7122
Registered State(s):
  • CA
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
96
Clean Record
This advisor has a clean track record with regulators.

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