Kathleen
Moore

Next Financial Group, Inc

CRD#2972911
Investment Advisor
in Cherry Hill, NJ

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About this Advisor

Kathleen Moore is a financial advisor working in Cherry Hill, New Jersey who has 11 years of relevant experience. Moore is currently employed by Next Financial Group, Inc. They have been with Next Financial Group, Inc for all of their career. Moore holds a Series 63 license, certifying them as a securities broker, and is able to operate in New Jersey and Texas. Next Financial Group, Inc is a registered investment company based in Houston, TX. The firm has offices in 280 locations and a total of 587 advisors. It administers $3 billion in assets under management across its 16,162 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 47 charitable organizations. Of its 16,162 client accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm has 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 typically depend on the type of services provided. Fees charged by Next Financial Group, Inc may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

11 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

817 Berlin Rd
Cherry Hill, NJ 08034

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

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

587

NJ Average: 49
Total Number of Accounts

16,162

NJ Average: 2,315
Average Account Size

$180,612

NJ 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

Kathleen Moore Work History

Kathleen has been registered as a financial advisor for 11 years.*

2007 - Present (17 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 Kathleen Moore 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

Ann Shadle
Novi, MI
Peter Gutschenritter
Atlanta, GA
Mark Vuskov
Houston, TX
Donald Quirk
Titusville, FL
Erik Truxal
Sacramento, CA
Steven Carlson
Canton, OH
Jason Pfitzinger
Chesterfield, MO
Bryan Fries
Troy, MI

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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