Erik
Truxal

Next Financial Group, Inc

CRD#6322111
Investment Advisor
in Sacramento, CA

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About this Advisor

Erik Truxal is a financial advisor operating out of Sacramento, California with a total of 2 years of relevant experience. Truxal is on the advisory team at Next Financial Group, Inc. Over the course of their career, Truxal has held roles at Edward Jones, Advanced Biologics and Sierra Ridge Wealth Management. Truxal holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Texas. Next Financial Group, Inc is an advisory business headquartered in Houston, TX. The firm has offices in 280 locations and a total of 587 people on staff. It manages $3 billion in assets between its 16,162 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 47 charities and foundations. Of its 16,162 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in investable assets. The company offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services are provided. Fees charged by Next Financial Group, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1435 River Park Drive Suite 504
Sacramento, CA 95815

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

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

587

CA Average: 49
Total Number of Accounts

16,162

CA Average: 2,315
Average Account Size

$180,612

CA Average: $1,314,358

Investment Advisory Services

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

Erik Truxal Work History

Erik has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Sierra Ridge Wealth Management

2014 - 2021 (7 years)

Edward Jones

2013 - 2013 (< 1 year)

Advanced Biologics

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Erik Truxal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Next Financial Group, Inc

Ann Shadle
Novi, MI
Ryan Delcarlo
Sacramento, CA
Donald Quirk
Titusville, FL
Brad Pickett
Houston, TX
Erik Truxal
Sacramento, CA
Steven Carlson
Canton, OH
Jason Pfitzinger
Chesterfield, MO
Bryan Fries
Troy, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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