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David Lee Holtz

NEXT FINANCIAL GROUP, INC.·HOUSTON, Texas
Unclaimed Profile
2500 WILCREST, HOUSTON, TX 77042CRD# 826629Firm CRD# 46214
01

About

David Lee Holtz is a registered financial advisor based in HOUSTON, Texas, affiliated with NEXT FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
NEXT FINANCIAL GROUP, INC.
NEXT FINANCIAL GROUP, INC.
AUM
$3.5B
Regulatory assets under management
Employees
613
Total firm employees
View all advisors at NEXT FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR/WORKSHOP ATTENDANCE FEES
Regulatory
SEC/IARD CRD# 826629
Firm CRD# 46214
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lee Holtz offer?
David Lee Holtz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are David Lee Holtz's credentials?
David Lee Holtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lee Holtz located?
David Lee Holtz is based in HOUSTON, Texas, working with NEXT FINANCIAL GROUP, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does David Lee Holtz charge for services?
David Lee Holtz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar/workshop attendance fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEXT FINANCIAL GROUP, INC.?
NEXT FINANCIAL GROUP, INC. has approximately 613 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HOUSTON
Mark Stanley Brooks — NEXT FINANCIAL GROUP, INC.Matthew James Lindholm — CAZ INVESTMENTS L.P.William David Hanna — SAROFIM TRUST COMark Francis Hansen — QUANTLAB CAPITAL MANAGEMENT, LLCSelvaraj Jayaraman — WEALTHCETERA, LLC
Nearby cities in Texas
DALLAS (2230)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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