Next Financial Group, Inc.

Next Financial Group, Inc. (CRD# 46214) is a financial advisory firm headquartered in Houston, TX. They manage $2,610,708,731 in 14,768 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,611
    MILLION
  • Total Number of Accounts
    14,768
    ACCOUNTS
  • Average Account Value
    $176,781
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, WY

Financial Advisors at Next Financial Group, Inc.
Showing 1 - 10 of 408 top financial advisors.
1
David P. Ackel
CRD#: 3168949
Cedar Park, TX

David Ackel (CRD# 3168949) is an Investment Advisor Representative working at Next Financial Group, Inc. in Cedar Park, TX and has over 22 years of experience in the finance industry.

2
Sherry A. Adler
CRD#: 1105623
27001 La Paz Rd., Suite 403-a1, Mission Viejo, CA 92691

Sherry Adler (CRD# 1105623) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mission Viejo, CA and has over 37 years of experience in the finance industry.

3
Gary R. Alden
CRD#: 2515518
1801 Kingwood Drive, Suite 230, Kingwood, TX 77339

Gary Alden (CRD# 2515518) is an Investment Advisor Representative working at Next Financial Group, Inc. in Kingwood, TX and has over 26 years of experience in the finance industry.

4
Bruce L. Allen
CRD#: 4590694
2700 Homestead Road Suite 1600, Park City, UT 84098

Bruce Allen (CRD# 4590694) is an Investment Advisor Representative working at Next Financial Group, Inc. in Park City, UT and has over 18 years of experience in the finance industry.

5
Wanda L. Amos
CRD#: 2216254
2500 Wilcrest Drive, Suite 620, Houston, TX 77042

Wanda Amos (CRD# 2216254) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 28 years of experience in the finance industry.

6
Daniel R. Anderson
CRD#: 1630781
3300 State Hwy 16 South, Bandera, TX 78003

Daniel Anderson (CRD# 1630781) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bandera, TX and has over 27 years of experience in the finance industry.

7
Stephen P. Aquilino
CRD#: 2737809
2809 S. Lynnhaven Rd, Suite 120, Virginia Beach, VA 23452

Stephen Aquilino (CRD# 2737809) is an Investment Advisor Representative working at Next Financial Group, Inc. in Virginia Beach, VA and has over 24 years of experience in the finance industry.

8
Kevin J. Arndt
CRD#: 2517944
5775 Broadway Avenue Suite 12, Lancaster, NY 14086

Kevin Arndt (CRD# 2517944) is an Investment Advisor Representative working at Next Financial Group, Inc. in Lancaster, NY and has over 25 years of experience in the finance industry.

9
Michael Arnold
CRD#: 4535538
3275 Us Highway 1, South, St. Augustine, FL 32086

Michael Arnold (CRD# 4535538) is an Investment Advisor Representative working at Next Financial Group, Inc. in St. Augustine, FL and has over 14 years of experience in the finance industry.

10
Michael B. Awosemusi
CRD#: 6572504
230 N Park Ste 102, Grapevine, TX 76051

Michael Awosemusi (CRD# 6572504) is an Investment Advisor Representative working at Next Financial Group, Inc. in Grapevine, TX and has over 5 years of experience in the finance industry.

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