Anthony MogleCRD Number: 2018286
Current Firm: Next Financial Group, Inc.
Anthony Mogle (CRD# 2018286) is an Investment Advisor Representative working at Next Financial Group, Inc. in Jackson, MI and has over 27 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Gwn Securities Inc.
Prudential Financial Planning Services
|Next Financial Group, Inc.||Houston, TX||Jan 2016 - Current||1|
|Ic Advisory Services, Inc.||Bridgewater, NJ||Jun 2006 - Dec 2015||9|
|The Investment Center, Inc.||Jackson, MI||Jul 1994 - Dec 2015||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1990|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
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