Nextgen Financial Advice LLC
Nextgen Financial Advice LLC (CRD# 292468) is a financial advisory firm headquartered in , . They manage $9,512,159 in 181 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Nextgen Financial Advice LLC
By the Numbers
-
Total Assets Under Management10MILLION
-
Total Number of Accounts181ACCOUNTS
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Average Account Value$52,553
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MN
Financial Advisors at Nextgen Financial Advice LLC
1
Brian Jones (CRD# 6126399) is an Investment Advisor Representative working at Nextgen Financial Advice LLC in Elko New Market, MN and has over 11 years of experience in the finance industry.
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