Michael
Bell

Next Financial Group, Inc

CRD#2420219
Investment Advisor
in Tallahassee, FL

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About this Advisor

Michael Bell is a certified financial planner operating out of Tallahassee, Florida who has 19 years of industry experience. Bell is on the advisory team at Next Financial Group, Inc. They have been employed by Next Financial Group, Inc for their total career. Bell has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Florida, Louisiana and Texas. Next Financial Group, Inc is a registered investment company that has its headquarters in Houston, TX. The investment advisory business has offices in 280 locations and a total of 587 advisors. It has $3 billion in assets across its 16,162 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 47 charities and foundations. Of its 16,162 accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a wide set 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. Financial advisory fees vary depending on which services are offered. Fee types charged by Next Financial Group, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

19 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

1331-B East Lafayette St.
Tallahassee, FL 32301

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

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

587

FL Average: 49
Total Number of Accounts

16,162

FL Average: 2,315
Average Account Size

$180,612

FL 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

Michael Bell Work History

Michael has been registered as a financial advisor for 19 years.*

2004 - Present (20 years)

Next Financial Group

*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 Michael Bell 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

Brianne Kokemuller
Altoona, PA
Jason Pfitzinger
Chesterfield, MO
Mark Vuskov
Houston, TX
Brad Pickett
Houston, TX
Bryan Fries
Troy, MI
Steven Carlson
Canton, OH
Ryan Delcarlo
Sacramento, CA
David Feiler
Phoenix, AZ

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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