Next Financial Group, Inc
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About this Advisor
Sloan Walters is an advisor in Tempe, Arizona. Currently an advisor at Next Financial Group, Inc, Walters has 11 years of professional experience in the financial advisory industry. Walters has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Walters is able to operate based out of Arizona and Texas. During their career, the advisor has held roles at Next Financial Group, Cri Securities, LLC and Securian Financial Services, Inc. Next Financial Group, Inc is located in Tempe, Arizona, and has 354 additional locations across the United States. As a company, Next Financial Group, Inc manages $2 billion in assets across 10,783 client accounts and employs more than 495 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 8,229 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Next Financial Group, Inc provides 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
Years of Experience
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Next Financial Group, Inc Brokerage Details
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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.
Next Financial Group
Cri Securities, LLC
Securian Financial Services, Inc
Sloan Walters has no disclosures.
Please visit their SEC profile for more details.
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