Karen
Eyster

Next Financial Group, Inc

CRD#1083592
Investment Advisor
in Houston, TX

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About this Advisor

Karen Eyster is a financial advisor based in Houston, Texas, working with Next Financial Group, Inc. Karen has previously held positions at Next Financial Group, Inc and Next Financial Holdings, Inc. Karen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Karen is part of Next Financial Group, Inc, which operates out of Houston, Texas. The firm has 257 offices and 613 employees. The firm manages assets totaling $3.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Next Financial Group, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11740 Katy Freeway Suite 600
Houston, TX 77079

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Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$3,522,327,030

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

613

TX Average: 49
Total Number of Accounts

17,352

TX Average: 2,315
Average Account Size

$202,993

TX Average: $1,314,358

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

Karen Eyster Work History

1999 - Present (25 years)

Next Financial Group, Inc

2009 - 2019 (10 years)

Next Financial Holdings, Inc

Disclosures

Please visit the SEC profile of Karen Eyster 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

Kaitlyn Pfluger
Roseville, CA
Joshua Roche
Allentown, PA
Michael Zawadiwskyi
Oradell, NJ
Mason Marshburn
Chico, CA
Rachel Kechely
Lincoln, NE
John Roche
Allentown, PA
Stephen Koehler
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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