Next Financial Group, Inc
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
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
Danielle Mcaniff Work History
Danielle has 13 years of experience.
Next Financial Group
Tim Helmick Realty
Danielle Mcaniff has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Next Financial Group, Inc
San Antonio, TX