Andrew
Gay
Next Financial Group, Inc
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About this Advisor
Andrew Gay is a financial advisor working in Kerrville, Texas who has 3 years of relevant experience. Gay is on the advisory team at Next Financial Group, Inc. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Bank, Na, Mattress Firm, Wells Fargo Clearing Services, LLC and Next Financial Group. Gay has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Next Financial Group, Inc is a registered investment company that has its headquarters in Houston, TX. It has offices in 280 locations and a total of 587 financial advisors. It controls $3 billion in total assets among its 16,162 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 47 charities and foundations. Of its 16,162 accounts, just 5% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs a broad 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. A financial advisor's fees usually are based on the type of financial services. Fees charged by Next Financial Group, Inc likely include 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
Andrew Gay Work History
Andrew has been registered as a financial advisor for 3 years.*
Next Financial Group
Wells Fargo Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
Mattress Firm
*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 Andrew Gay 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
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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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