Charles
Teeter

Next Financial Group, Inc

CRD#2144097
Investment Advisor
in New Braunfels, TX

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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

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

Yes

Office Location

259 N Seguin Ave
New Braunfels, TX 78130

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,367,830,388

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

423

TX Average: 49
Total Number of Accounts

15,843

TX Average: 2,315
Average Account Size

$149,456

TX Average: $1,314,358

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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.

2015 - Present (7 years)

Next Finanical Group

2010 - Present (12 years)

Capital West Securities

2010 - 2015 (5 years)

Princor Financial Services Corporation

Disclosures

Charles Teeter has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Ryan Hussey
Ravena, NY
Christopher Moreno
Houston, TX
Cathy Jackson
East Fallowfied, PA
Matthew Lambert
Scottsdale, AZ
Harvey Ford
Austin, TX
Ramon Mejia
Lexington, SC
Meghan Mcnulty
Phoenix, AZ
Kinch Meyer
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 profile-compliance@smartasset.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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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