Steven
Carlson
Next Financial Group, Inc
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About this Advisor
Steven Carlson is a financial advisor based in Canton, Ohio, working with Next Financial Group, Inc. Steven has previously held positions 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. Steven has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Steven is part of Next Financial Group, Inc, which operates out of Canton, Ohio. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$3,522,327,030
613
17,352
$202,993
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
Strong Investment Management, LLC
Next Financial Group
Resource Horizons Group, L.C.C
Valmark Securities, Inc
Valmark Advisers, Inc
Prosperity Capital Advisors
C2P Capital Advisory Group D/B/A Prosperity Capital Advisors
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.
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