Eugene RobertsCRD Number: 3043339
Current Firm: Next Financial Group, Inc.
Eugene Roberts (CRD# 3043339) is an Investment Advisor Representative working at Next Financial Group, Inc. in Birmingham, AL and has over 19 years of experience in the finance industry.
Hightower Advisors, LLC
Wesban Financial Consultants, P.c.
Raymond James & Associates, Inc.
|Next Financial Group Inc.||Birmingham, AL||Nov 2011 - Current||6|
|Securities America, Inc.||Birmingham, AL||Jan 2011 - Nov 2011||< 1|
|Securities America Advisors||Lavista, NE||Jan 2011 - Nov 2011||< 1|
|Wachovia Securities LLC||Birmingham, AL||Jul 2003 - Jan 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
Total Assets Under Management1,650MILLIONS
Total Number of Accounts7,792ACCOUNTS
Average Account Value$211,712
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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