William
King

Next Financial Group, Inc

CRD#1076526
Investment Advisor
in Madison, AL

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About this Advisor

William King is an advisor based in Madison, Alabama. Currently a registered financial advisor with Next Financial Group, Inc, King has 10 years of work experience. King has Series 63 and Series 66 licenses, which certify them as a securities broker. King is able to act as an advisor in Alabama. King has spent their whole career at Next Financial Group, Inc. Next Financial Group, Inc is headquartered in Madison, Alabama, and has 317 other locations in the country. Overall, Next Financial Group, Inc oversees $2 billion in assets dispersed across 15,843 accounts and retains more than 423 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 15,035 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Next Financial Group, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

8331 Madison Blvd Ste 100
Madison, AL 35758

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,367,830,388

AL Average: $3,042,739,679
Total Number of Employees

423

AL Average: 49
Total Number of Accounts

15,843

AL Average: 2,315
Average Account Size

$149,456

AL Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

William King Work History

William has 10 years of experience.

2010 - Present (11 years)

Next Financial Group Inc

Disclosures

William King has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Christopher Moreno
Houston, TX
Ramon Mejia
Lexington, SC
Cathy Jackson
East Fallowfied, PA
Donnas Landry
San Antonio, TX
Sam Cooper
Buda, TX
Michal Slate
Medford, OR
Meghan Mcnulty
Phoenix, AZ
Kinch Meyer
College Station, TX

This content was compiled from the SEC and FINRA.

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