Michael
Oleary
Next Financial Group, Inc
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About this Advisor
Michael Oleary is a chartered financial consultant operating in Sewell, New Jersey with a total of 14 years of industry experience. Oleary is an advisor for Next Financial Group, Inc. They have worked at Next Financial Group, Inc for their complete career. Oleary has a Series 63 license, certifying them as a securities broker, and is approved to serve investors in Florida and New Jersey. Next Financial Group, Inc is a firm operating out of Houston, TX. The firm has offices in 280 locations and a total of 587 financial advisors. It administers $3 billion in assets across its 16,162 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 47 charities and foundations. Of its 16,162 client accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Next Financial Group, Inc provides 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 management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Next Financial Group, Inc most likely are comprised of some blend 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
Michael Oleary Work History
Michael has been registered as a financial advisor for 14 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 Michael Oleary 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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