Next Financial Group, Inc
About this Advisor
Charles Teeter is a financial advisor who works in New Braunfels, Texas, who has been in the advisory business for 10 years. Teeter is on the advisory team at Next Financial Group, Inc. During their career, Teeter has held roles at Princor Financial Services Corporation, Capital West Securities and Next Finanical Group. Teeter maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Texas. Next Financial Group, Inc is a firm that has its headquarters in New Braunfels, Texas. The company has offices in 317 locations and a total of 423 advisors. It administers $2 billion in assets under management across its 15,843 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 39 charities and foundations. Of its 15,843 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which service is provided. Fees billed by Next Financial Group, Inc likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Next Financial Group, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Charles Teeter Work History
Charles has 10 years of experience.
Next Finanical Group
Capital West Securities
Princor Financial Services Corporation
Charles Teeter has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Next Financial Group, Inc
East Fallowfied, PA
College Station, TX
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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