Brian Bartlett, financial advisor Sanger TX
73 score

Brian Bartlett

CRD Number: 1912095
Current Firm: Next Financial Group, Inc.

Brian Bartlett (CRD# 1912095) is an Investment Advisor Representative working at Next Financial Group, Inc. in Sanger, TX and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Next Financial Group Inc. Houston, TX Apr 2012 - Current 6
Lincoln Financial Securities Corp Colorado Springs, CO Dec 2008 - Apr 2012 3
Laidlaw & Company Ltd Austin, TX Sep 2004 - Dec 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S66 NASAA Uniform Combined State Law Examination Nov 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Brian L. Bartlett
Phone Number: 713-789-7122
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    1,650
    MILLIONS
  • 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

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

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BADGES
73

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