Next Financial Group, Inc.

Next Financial Group, Inc. (CRD# 46214) is a financial advisory firm headquartered in Houston, TX. They manage $1,649,658,441 in 7,792 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,650
    MILLION
  • Total Number of Accounts
    7,792
    ACCOUNTS
  • Average Account Value
    $211,712
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Next Financial Group, Inc.
Showing 1 - 10 of 530 top financial advisors.
1
Kalvin Sid
CRD#: 4748194
1700 S Amphlett Blvd Ste 218, San Mateo, CA 94402
103
Wealthminder
score
Kalvin Sid (CRD# 4748194) is an Investment Advisor Representative working at Next Financial Group, Inc. in San Mateo, CA and has over 12 years of experience in the finance industry.
2
Ryan A. Klimek
CRD#: 4434729
2500 Wilcrest Drive, Suite 620, Houston, TX 77042
98
Wealthminder
score

Ryan Klimek (CRD# 4434729) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

3
Ethan A. Quirin
CRD#: 5630137
Villanova, PA
98
Wealthminder
score

Ethan Quirin (CRD# 5630137) is an Investment Advisor Representative working at Next Financial Group, Inc. in Villanova, PA and has over 9 years of experience in the finance industry.

4
Gregory S. Allen
CRD#: 4395102
5800 Meadows Road Ste 210, Lake Oswego, OR 97035
96
Wealthminder
score

Gregory Allen (CRD# 4395102) is an Investment Advisor Representative working at Next Financial Group, Inc. in Lake Oswego, OR and has over 11 years of experience in the finance industry. Gregory Allen 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.

5
Thomas A. Baird
CRD#: 1413302
1800 Bering Ste 395, Houston, TX 77057
96
Wealthminder
score

Thomas Baird (CRD# 1413302) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 32 years of experience in the finance industry. Thomas Baird 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.

6
Lynn E. Barnes
CRD#: 1053500
650 Franklin St, Ste 304, Schenectady, NY 12305
96
Wealthminder
score

Lynn Barnes (CRD# 1053500) is an Investment Advisor Representative working at Next Financial Group, Inc. in Schenectady, NY and has over 28 years of experience in the finance industry. Lynn Barnes 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.

7
Michael A. Bell
CRD#: 2420219
1331-b East Lafayette St., Tallahassee, FL 32301
96
Wealthminder
score

Michael Bell (CRD# 2420219) is an Investment Advisor Representative working at Next Financial Group, Inc. in Tallahassee, FL and has over 23 years of experience in the finance industry. Michael Bell 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.

8
Michael L. Bow
CRD#: 1338346
Sugar Land, TX
96
Wealthminder
score

Michael Bow (CRD# 1338346) is an Investment Advisor Representative working at Next Financial Group, Inc. in Sugar Land, TX and has over 33 years of experience in the finance industry. Michael Bow 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.

9
Mark A. Brisson
CRD#: 4497486
111 N. Sepulveda Blvd, Ste# 250, Manhattan Beach, CA 90266
96
Wealthminder
score

Mark Brisson (CRD# 4497486) is an Investment Advisor Representative working at Next Financial Group, Inc. in Manhattan Beach, CA and has over 16 years of experience in the finance industry. Mark Brisson 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.

10
William F. Brooksby
CRD#: 4499826
2500 Wilcrest Drive, Suite 620, Houston, TX 77042
96
Wealthminder
score

William Brooksby (CRD# 4499826) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

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