Next Step Financial Transitions
Next Step Financial Transitions (CRD# 311472) is a financial advisory firm headquartered in Houston, TX. They manage $5,002,977 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$83,383
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Next Step Financial Transitions
1
Flaxon Elrod (CRD# 5818345) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 8 years of experience in the finance industry.
2
Tessa Elrod (CRD# 5608539) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 12 years of experience in the finance industry.
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