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Donald Taylor

NEXT FINANCIAL GROUP, INC.·HOUSTON, Texas
SIE, Series 6, Series 27, Series 63, Series 99TOClean recordNEXT FINANCIAL GROUP, INC.
2500 WILCREST, HOUSTON, TX 77042CRD# 1839640Firm CRD# 46214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Taylor · HOUSTON, TX
Registration
CRD #1839640 · NEXT FINANCIAL GROUP, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEXT FINANCIAL GROUP, INC.
CRD 46214 · SEC 801-56786
AUM
$3.5B
Regulatory assets under management
Employees
613
17,352 client accounts
Services offered by NEXT FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at NEXT FINANCIAL GROUP, INC. →
Introduction

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Frequently Asked Questions

What services does Donald Taylor offer?
Donald Taylor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Donald Taylor's credentials?
Donald Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Taylor located?
Donald Taylor 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 Donald Taylor charge for services?
Donald Taylor'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 at NEXT FINANCIAL GROUP, INC.

Mark Stanley Brooks
HOUSTON, TX
Norman Carl Jr Grant
HOUSTON, TX
CFP
Arthur Daniel Farr
HOUSTON, TX
David Lee Holtz
HOUSTON, TX
CFP
Barry Glenn Knight
HOUSTON, TX
Jeffrey Judd Saline
HOUSTON, TX

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