Ryan
Delcarlo

Next Financial Group, Inc

CRD#6618997
Investment Advisor
in Sacramento, CA

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About this Advisor

Ryan Delcarlo is a financial advisor operating out of Sacramento, California who has 3 years of industry experience. Delcarlo is on the advisory team at Next Financial Group, Inc. Throughout their career, they have worked at J.P. Morgan Securities LLC, J.P. Morgan Chase Bank, Del Carlo Backyard Party Rentals, LLC, University Of Phoenix, Golden 1 Credit Union, Principal Life Insurance Company, Principal Securities Inc and Sierra Ridge Wealth Management. Delcarlo maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Next Financial Group, Inc is a business operating out of Houston, TX. The company has offices in 280 locations and a total of 587 employees. It handles $3 billion in assets between its 16,162 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 47 charities and foundations. Of its 16,162 accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number 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 vary depending on the financial services offered. Fee types billed by Next Financial Group, Inc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Ryan Delcarlo Work History

Ryan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Sierra Ridge Wealth Management

2018 - 2020 (2 years)

Principal Life Insurance Company

2018 - 2020 (2 years)

Principal Securities Inc

2016 - 2018 (2 years)

J.P. Morgan Securities LLC

2016 - 2018 (2 years)

J.P. Morgan Chase Bank

2015 - 2018 (3 years)

Del Carlo Backyard Party Rentals, LLC

2013 - 2018 (5 years)

University Of Phoenix

2013 - 2014 (1 year)

Golden 1 Credit Union

*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 Ryan Delcarlo 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

Matthew Giese
Waterford, WI
Philip Kong
Sacramento, CA
Ann Shadle
Novi, MI
Bryan Fries
Troy, MI
Ryan Delcarlo
Sacramento, CA
Steven Carlson
Canton, OH
Jason Pfitzinger
Chesterfield, MO
Erik Truxal
Sacramento, CA

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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