Robert
Kenon
Next Financial Group, Inc
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About this Advisor
Robert Kenon is a certified financial planner operating out of Tallahassee, Florida with 5 years of relevant experience. Kenon is on the advisory team at Next Financial Group, Inc. During their career, Kenon has held roles at Cornucopia Wealth Management, LLC, Sii Investments Inc, Ele Wealth Advisors, Inc, Ele Advisory Services, LLC and Next Financial Group. Kenon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Next Financial Group, Inc is a business based out of Houston, TX. It has offices in 280 locations and a total of 587 people on staff. It has $3 billion in assets under management across its 16,162 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 47 charities and foundations. Of its 16,162 client accounts, just 5% are held by high-net-worth investors who have greater than $1 million in investable assets. Next Financial Group, Inc offers a diverse array of services, including 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 fee schedules typically depend on which services are provided. Fees charged by Next Financial Group, Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$2,919,044,437
587
16,162
$180,612
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
Robert Kenon Work History
Robert has been registered as a financial advisor for 5 years.*
Next Financial Group
Cornucopia Wealth Management, LLC
Ele Wealth Advisors, Inc
Ele Advisory Services, LLC
Sii Investments Inc
*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 Robert Kenon 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
Houston, TX
Troy, MI
Titusville, FL
San Antonio, TX
Roseville, CA
Sacramento, CA
Novi, MI
Canton, OH
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.
