Joshua
Dove

Next Financial Group, Inc

CRD#7801782
Investment Advisor
in Grand Junction, CO

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About this Advisor

Joshua Dove is a financial advisor based in Grand Junction, Colorado, working with Next Financial Group, Inc. Joshua has previously held positions at Grisier, Bussey And Kaper, Cpas, City Of Fruita, and Next Financial Group Inc. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Joshua is part of Next Financial Group, Inc, which operates out of Grand Junction, Colorado. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

2135 North 7Th Street
Grand Junction, CO 81501

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,522,327,030

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

613

CO Average: 49
Total Number of Accounts

17,352

CO Average: 2,315
Average Account Size

$202,993

CO 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

Joshua Dove Work History

2023 - Present (1 year)

Next Financial Group Inc

2017 - 2023 (6 years)

Grisier, Bussey And Kaper, Cpas

2007 - 2017 (10 years)

City Of Fruita

Disclosures

Please visit the SEC profile of Joshua Dove 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

Jeffrey Boyea
Syracuse, NY
John Roche
Allentown, PA
Deborah Hunt
Houston, TX
Kaitlyn Pfluger
Roseville, CA
Liyuan Lee
San Mateo, CA
Brad Pickett
Houston, TX
Joshua Roche
Allentown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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