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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Next Financial Group Inc. 3 years Sep 2016 - Present
LPL Financial LLC 4 months May 2016 - Sep 2016
Next Financial Group Inc 5 years, 5 months Nov 2010 - Apr 2016
Princor Financial Services Corp 3 years, 5 months Jun 2007 - Nov 2010
Principal Life Insurance Co 3 years, 5 months Jun 2007 - Nov 2010
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Richard Tully Trenholme?
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Designations & Memberships

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Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 22, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Next Financial Group, Inc.

Last updated on July 5, 2019
    • $1.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 11K
      Accounts
    • $145.6K
      Estimated Average Account Balance

Fees

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