Steven
Carlson

Next Financial Group, Inc

CRD#5024470
Investment Advisor
in Canton, OH

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About this Advisor

Steven Carlson is a financial advisor who works in Canton, Ohio who has 4 years of relevant experience. Carlson is on the advisory team at Next Financial Group, Inc. Their career trajectory has included roles at Prosperity Capital Advisors, C2P Capital Advisory Group D/B/A Prosperity Capital Advisors, Resource Horizons Group, L.C.C, Valmark Securities, Inc, Valmark Advisers, Inc, Next Financial Group and Strong Investment Management, LLC. Carlson maintains Series 66 and Series 63 licenses, certifying them as a securities agent, and is able to serve investors in Ohio. Next Financial Group, Inc is an advisory firm headquartered in Houston, TX. It has offices in 280 locations and a total of 587 people on staff. It oversees $3 billion in assets among its 16,162 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 47 charitable organizations. Of its 16,162 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in investable assets. Next Financial Group, Inc 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Next Financial Group, Inc may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Series 63

Years Registered*

4 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

100 30Th Street Nw. Ste 100
Canton, OH 44709

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

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

587

OH Average: 49
Total Number of Accounts

16,162

OH Average: 2,315
Average Account Size

$180,612

OH 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

Steven Carlson Work History

Steven has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Strong Investment Management, LLC

2019 - Present (5 years)

Next Financial Group

2014 - 2014 (< 1 year)

Resource Horizons Group, L.C.C

2014 - 2019 (5 years)

Valmark Securities, Inc

2014 - 2019 (5 years)

Valmark Advisers, Inc

2013 - 2014 (1 year)

Prosperity Capital Advisors

2013 - 2014 (1 year)

C2P Capital Advisory Group D/B/A Prosperity Capital Advisors

*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 Steven Carlson 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

Philip Kong
Sacramento, CA
David Feiler
Phoenix, AZ
Bradley Laczny
Roseville, CA
Erik Truxal
Sacramento, CA
Mark Vuskov
Houston, TX
Steven Carlson
Canton, OH
Jason Pfitzinger
Chesterfield, MO
Brad Pickett
Houston, TX

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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