NEXT FINANCIAL GROUP, INC.

HOUSTON, Texas·13 registered advisors·CRD# 46214
SEC# 801-56786257877-876-6398
01

Firm Overview

AUM
$3.5B
Regulatory assets under management
Employees
613
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR/WORKSHOP ATTENDANCE FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at NEXT FINANCIAL GROUP, INC.

13 registered advisors
Arthur Daniel Farr
HOUSTON, Texas
Barry Glenn Knight
HOUSTON, Texas
Cary Joel Sr Cowan
HOUSTON, Texas
Christian Gabriel Taylor
HOUSTON, Texas
David Lee Holtz
HOUSTON, Texas
Donald Taylor
HOUSTON, Texas
Gary Alan Klein
HOUSTON, Texas
Jason Albino
HOUSTON, Texas
Jeffrey Judd Saline
HOUSTON, Texas
Leslie Bernard Jallans
HOUSTON, Texas
Mark Stanley Brooks
HOUSTON, Texas
Norman Carl Jr Grant
HOUSTON, Texas
Philip Francis Smith
HOUSTON, Texas
05

Office Locations

HOUSTON, Texas
13 advisors

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Data sourced from SEC Form ADV filings. NEXT FINANCIAL GROUP, INC. (CRD# 46214) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.