Next Financial Group, Inc
About this Advisor
Robert Fries is an investment advisor who works out of Monroe, Michigan. Currently a registered financial advisor at Next Financial Group, Inc, they have accumulated 17 years of work experience as a financial advisor. Fries maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Fries is registered to work with customers based out of Michigan. Fries has worked their complete career at Next Financial Group, Inc. Next Financial Group, Inc is headquartered in Monroe, Michigan, and has 317 brick-and-mortar locations across the nation. As a company, Next Financial Group, Inc manages $2 billion in assets covering 15,843 accounts and retains more than 423 people. The firm's total assets under management makes it one of the largest firms in the country. The firm manages 15,035 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Next Financial Group, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Next Financial Group, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Robert Fries Work History
Robert has 17 years of experience.
Next Financial Group, Inc
Robert Fries has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Next Financial Group, Inc
College Station, TX
San Antonio, TX
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.