Eugene TupaczCRD Number: 1088086
Current Firm: Next Financial Group, Inc.
Eugene Tupacz (CRD# 1088086) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Antonio, TX and has over 35 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Next Financial Group, Inc.||Houston, TX||Jul 2017 - Current||< 1|
|Investment Professionals, Inc.||San Antonio, TX||Aug 2007 - Jul 2017||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Jan 1996|
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