David Seibel, financial advisor State College PA
93 score

David Seibel

CRD Number: 3088782
Current Firm: Next Financial Group, Inc.

David Seibel (CRD# 3088782) is an Investment Advisor Representative working at Next Financial Group, Inc. in State College, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group, Inc. State College, PA Sep 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for David J. Seibel
Phone Number: 713-789-7122
Registered State(s):
  • PA
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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