Next Investments LLC

Next Investments LLC (CRD# 164650) is a financial advisory firm headquartered in Richmond, VA. They manage $12,766,438 in 69 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $185,021
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
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.

VA

Financial Advisors at Next Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas D. Wright
CRD#: 2294676
Richmond, VA
96
Wealthminder
score

Thomas Wright (CRD# 2294676) is an Investment Advisor Representative working at Next Investments LLC in Richmond, VA and has over 25 years of experience in the finance industry. Thomas Wright 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.

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