Robert
Fries
Next Financial Group, Inc
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About this Advisor
Robert Fries is a financial advisor who works out of Monroe, Michigan with a total of 13 years of industry experience. Fries currently works for Next Financial Group, Inc. They have been an employee of Next Financial Group, Inc for their entire career. Fries holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Michigan. Next Financial Group, Inc is a financial advisory company operating out of Houston, TX. The company has offices in 280 locations and a total of 587 people on staff. It oversees $3 billion in assets under management across its 16,162 accounts, placing it among the largest firms in the country by assets under management. The firm serves 47 charitable organizations. Of its 16,162 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The firm performs a number 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 largely depend on which services the firm provides the client. Fee types charged by Next Financial Group, Inc most likely consist of any combination 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 Fries Work History
Robert has been registered as a financial advisor for 13 years.*
Next Financial Group, 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 Fries to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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