Ethan
Quirin

Next Financial Group, Inc

CRD#5630137
Investment Advisor
in Malvern, PA

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About this Advisor

Ethan Quirin is a financial advisor operating in Malvern, Pennsylvania who has 11 years of relevant experience. Quirin is on the advisory team at Next Financial Group, Inc. They have worked at Next Financial Group, Inc for their entire career. Quirin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Next Financial Group, Inc is a registered investment firm operating out of Houston, TX. It has offices in 280 locations and a total of 587 financial advisors. It handles $3 billion in assets between its 16,162 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 47 charities and foundations. Of its 16,162 accounts, just 5% are held by high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a broad assortment of services, such as 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 are based on which services the firm provides the client. Fees billed by Next Financial Group, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

11 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

Malvern, PA

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

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

587

PA Average: 49
Total Number of Accounts

16,162

PA Average: 2,315
Average Account Size

$180,612

PA 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

Ethan Quirin Work History

Ethan has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Next Financial Group Inc

*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 Ethan Quirin 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

Matthew Giese
Waterford, WI
Brianne Kokemuller
Altoona, PA
Ann Shadle
Novi, MI
Jason Pfitzinger
Chesterfield, MO
Erik Truxal
Sacramento, CA
Peter Gutschenritter
Atlanta, GA
Steven Carlson
Canton, OH
Bryan Fries
Troy, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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