Sloan
Walters

Next Financial Group, Inc

CRD#5311161
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Sloan Walters is a financial advisor based in Scottsdale, Arizona. Currently a registered investment advisor at Next Financial Group, Inc, Walters has 10 years of professional experience as a financial advisor. Walters maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Walters is registered to advise investors based out of Arizona and Texas. Walters has spent their complete career at Next Financial Group, Inc. Next Financial Group, Inc is headquartered in Scottsdale, Arizona, and has 317 additional offices in the nation. In total, Next Financial Group, Inc manages $2 billion in assets covering 11,352 client accounts and employs more than 457 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 9,860 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. 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's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

No

Office Location

3333 N. Hayden Road
Scottsdale, AZ 85251

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,652,886,583

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

457

AZ Average: 49
Total Number of Accounts

11,352

AZ Average: 2,315
Average Account Size

$145,603

AZ 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

Sloan Walters Work History

Sloan has 11 years of experience.

2009 - Present (11 years)

Next Financial Group

Disclosures

Sloan Walters has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Jeffrey Swanson
Bend, OR
Ethan Quirin
Malvern, PA
Michael Briggs
East Longmeadow, MA
Ryan Hussey
Ravena, NY
Reginald Stiles
Fort Wayne, IN
James Slaughter
Sacramento, CA
Peter Grimm
Hamburg, NY
Eli Saline
Cherry Hill, NJ

This content was compiled from the SEC and FINRA.

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