Christian
Taylor
Next Financial Group, Inc
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About this Advisor
Christian Taylor is a financial advisor who works in Houston, Texas, with 12 years of industry experience. Taylor is on the advisory team at Next Financial Group, Inc. During their career, the advisor has held roles at Next Financial Group, Inc. Taylor maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Next Financial Group, Inc is an advisory business that has its headquarters in Houston, TX. The investment advisory business has offices in 280 locations and a total of 587 employees. It manages $3 billion in total assets between its 16,162 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 47 charities and foundations. Of its 16,162 accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a number 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. A financial advisor's fees typically are based on the services provided. However, fee types billed by Next Financial Group, Inc may include some blend 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
Christian Taylor Work History
Christian has been registered as a financial advisor for 12 years.*
Next Financial Group, Inc
Next Financial Group, Inc
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 Christian Taylor 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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