Danielle
Mcaniff

Next Financial Group, Inc

CRD#5766774
Investment Advisor
in Albuquerque, NM

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About this Advisor

Danielle Mcaniff is an advisor in Albuquerque, New Mexico. Currently an advisor with Next Financial Group, Inc, Mcaniff has 13 years of experience in the financial advisory industry. Mcaniff has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Mcaniff is able to advise clients in New Mexico. During their career, the advisor has held roles at Edward Jones, Tim Helmick Realty and Next Financial Group. Next Financial Group, Inc is based out of Albuquerque, New Mexico, and has 317 locations in the nation. In total, Next Financial Group, Inc oversees $2 billion in assets across 15,843 accounts and retains more than 423 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 15,035 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Next Financial Group, Inc can offer 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

Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

8206 Louisiana Blvd Ne, Suite B
Albuquerque, NM 87113

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,367,830,388

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

423

NM Average: 49
Total Number of Accounts

15,843

NM Average: 2,315
Average Account Size

$149,456

NM Average: $1,314,358

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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

Danielle Mcaniff Work History

Danielle has 13 years of experience.

2016 - Present (5 years)

Next Financial Group

2012 - 2016 (4 years)

Edward Jones

2010 - 2012 (2 years)

Edward Jones

2007 - 2011 (4 years)

Tim Helmick Realty

Disclosures

Danielle Mcaniff has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Nicholas Scammacca
Cohoes, NY
Brad Pickett
Houston, TX
Jennifer Lindsay
Perrysburg, OH
Meghan Mcnulty
Phoenix, AZ
Ethan Quirin
Malvern, PA
Donnas Landry
San Antonio, TX
Paul Butler
Scottsdale, AZ
Ramon Mejia
Lexington, SC

This content was compiled from the SEC and FINRA.

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