Cecil Bateman, financial advisor Saint Augustine FL
93 score

Cecil Bateman

CRD Number: 5500619
Current Firm: Next Financial Group, Inc.

Cecil Bateman (CRD# 5500619) is an Investment Advisor Representative working at Next Financial Group, Inc. in Saint Augustine, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. Houston, TX Mar 2008 - Current 8
Northrop Grumman Corporation St. Augustine, FL Nov 1986 - Dec 2011 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Cecil M. Bateman
Phone Number: 713-789-7122
Registered State(s):
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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