Christopher
Moreno

Next Financial Group, Inc

CRD#4493042
Investment Advisor
in Houston, TX

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About this Advisor

Christopher Moreno is a financial advisor operating out of Houston, Texas, with a total of 10 years of experience as a financial advisor. Moreno currently works for Next Financial Group, Inc. Throughout their career, they have worked at Next Financial Group Inc and Next Financial Group, Inc. Moreno has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Next Financial Group, Inc is a registered investment company based in Houston, Texas. The investment advisory business has offices in 317 locations and a total of 423 employees. It administers $2 billion in total assets among its 15,843 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 39 charities and foundations. Of its 15,843 customer accounts, just 9% belong to high-net-worth individuals who have more than $1 million in investable assets. Next Financial Group, Inc 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. Financial advisory fee schedules typically depend on the type of financial services offered. However, fees billed by Next Financial Group, Inc likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

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

No

Office Location

2500 Wilcrest Drive Suite 620
Houston, TX 77042

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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

Christopher Moreno Work History

Christopher has 10 years of experience.

2018 - Present (4 years)

Next Financial Group, Inc

2010 - 2018 (8 years)

Next Financial Group Inc

Disclosures

Christopher Moreno has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Christopher Moreno
Houston, TX
Ramon Mejia
Lexington, SC
Michael Briggs
East Longmeadow, MA
Brad Pickett
Houston, TX
Meghan Mcnulty
Phoenix, AZ
Nathaniel Dodd
Scottsdale, AZ
Cathy Jackson
East Fallowfied, PA
Nicholas Scammacca
Cohoes, NY

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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