Mason
Carhart
Next Financial Group, Inc
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About this Advisor
Mason Carhart is a financial advisor who works out of Medford, Oregon with a total of 1 year of industry experience. Carhart is an employee of Next Financial Group, Inc. During their career, the advisor has held roles at Scenic Middle School, Crater High School, University Of Oregon, Dux Bistro, Next Financial Group, Inc, Mellelo Coffee Roasters, Lighthouse Financial Planners And Advisors, Sierra Ridge Wealth Management and Food 4 Less. Carhart holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Oregon. Next Financial Group, Inc is a company operating out of Houston, TX. The company has offices in 280 locations and a total of 587 people on staff. It has $3 billion in assets under management among its 16,162 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 47 charitable organizations. Of its 16,162 customer accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets. Next Financial Group, Inc offers a diverse range 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 usually are based on which services the firm provides the client. Fees charged by Next Financial Group, Inc can be comprised of some combination 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
Mason Carhart Work History
Mason has been registered as a financial advisor for 1 years.*
Sierra Ridge Wealth Management
Lighthouse Financial Planners And Advisors
Next Financial Group, Inc
Lighthouse Financial Planners And Advisors
Mellelo Coffee Roasters
Food 4 Less
University Of Oregon
Dux Bistro
Crater High School
Scenic Middle School
*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 Mason Carhart 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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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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