Frank Wang, financial advisor Kingwood TX
89 score

Frank Wang

CRD Number: 4514699
Current Firm: Next Financial Group, Inc.

Frank Wang (CRD# 4514699) is an Investment Advisor Representative working at Next Financial Group, Inc. in Kingwood, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX Jun 2016 - Current < 1
Law Offices Of Frank Wang Houston, TX Jan 2012 - Current 4
Sunbelt Securities Inc. Houston, TX Mar 2014 - Jun 2016 2
Mml Investors Services Houston, TX Nov 2013 - Mar 2014 < 1
Mass Mutual Life Insurance Company Houston, TX Sep 2013 - Mar 2014 < 1
Hall Legal Group Houston, TX Jun 2008 - Dec 2011 3
South Texas College Of Law Houston, TX Aug 2005 - May 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Frank K. Wang
Phone Number: 713-789-7122
Registered State(s):
  • TX
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
89
Clean Record
This advisor has a clean track record with regulators.

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