Kinch
Meyer

Next Financial Group, Inc

CRD#1209286
Investment Advisor
in College Station, TX

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About this Advisor

Kinch Meyer is a financial advisor who works in College Station, Texas, with 10 years of experience as a financial advisor. Meyer is on the advisory team at Next Financial Group, Inc. They have spent their whole employment at Next Financial Group, Inc. Meyer maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Texas. Next Financial Group, Inc is a business headquartered in College Station, Texas. It has offices in 317 locations and a total of 423 employees. It oversees $2 billion in assets under management across its 15,843 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 39 charities and foundations. Of its 15,843 customer accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically are based on the type of services offered. Fee types charged by Next Financial Group, Inc can consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

College Station, TX

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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

Kinch Meyer Work History

Kinch has 10 years of experience.

2010 - Present (12 years)

Next Financial Group Inc

Disclosures

Kinch Meyer has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Next Financial Group, Inc

Meghan Mcnulty
Phoenix, AZ
Christopher Moreno
Houston, TX
Charles Teeter
New Braunfels, TX
Jeffrey Boyea
Syracuse, NY
Rick Meehleis
Fort Collins, CO
Ramon Mejia
Lexington, SC
Ryan Hussey
Ravena, NY
Cathy Jackson
East Fallowfied, PA

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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