Neal QuonCRD Number: 4475467
Current Firm: Next Financial Group, Inc.
Neal Quon (CRD# 4475467) is an Investment Advisor Representative working at Next Financial Group, Inc. in Santa Ana, CA and has over 17 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Next Financial Grop Inc.||New Braunfels, TX||Aug 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
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