Janet ScudderCRD Number: 5406171
Current Firm: Next Financial Group, Inc.
Janet Scudder (CRD# 5406171) is an Investment Advisor Representative working at Next Financial Group, Inc. in Richmond, TX and has over 10 years of experience in the finance industry. Janet Scudder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Next Financial Group||Houston, TX||Jan 2015 - Current||3|
|Talk Fusion Inc.||Brandon, FL||Jul 2014 - Current||3|
|Heritage Living Trusts||Houston, TX||Feb 2014 - Current||4|
|Hbw Advisory Services LLC||Simi Valley, CA||Jul 2013 - Dec 2014||1|
|Hbw Insurance & Financial Services||Simi Valley, CA||Jul 2013 - Dec 2014||1|
|Eagle Strategies LLC||Houston, TX||Sep 2011 - Jun 2013||1|
|Nylife Securities LLC||Houston, TX||Jul 2011 - Jun 2013||1|
|New York Life Insurance Company||Houston, TX||Jun 2011 - Jun 2013||2|
|Park Ave Sec||Houston, TX||Jan 2011 - Jun 2011||< 1|
|Guardian Life Ins Co||Houston, TX||Jun 2010 - Jun 2011||1|
|Js Scudder||Richmond, TX||Sep 2009 - Jun 2010||< 1|
|Goodman Financial Corporation||Houston, TX||Jul 2007 - Sep 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2007|
Total Assets Under Management1,650MILLIONS
Total Number of Accounts7,792ACCOUNTS
Average Account Value$211,712
- 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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