Quentin
White

Next Financial Group, Inc

CRD#1365624
Investment Advisor
in Abilene, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Quentin White is a financial advisor working in Abilene, Texas. White is an employee of Next Financial Group, Inc. Throughout their career, they have worked at Bobby Miers, Commonwealth Finanical Network and Next Financial Group Inc. White holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Next Financial Group, Inc is a business that has its headquarters in Houston, TX. It has offices in 280 locations and a total of 587 employees. It controls $3 billion in assets between its 16,162 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 47 charitable organizations. Of its 16,162 client accounts, just 5% are associated with high-net-worth clients who have at least $1 million in investable assets. Next Financial Group, Inc offers a diverse set of services, including 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 fee schedules largely are based on which service is provided. Fees billed by Next Financial Group, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

400 Pine Street Suite 850
Abilene, TX 79601

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Next Financial Group, Inc Brokerage Details

Total Assets Under Management

$2,919,044,437

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

587

TX Average: 49
Total Number of Accounts

16,162

TX Average: 2,315
Average Account Size

$180,612

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

Quentin White Work History

Quentin has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Next Financial Group Inc

2012 - Present (12 years)

Bobby Miers

2012 - 2023 (11 years)

Commonwealth Finanical Network

*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 Quentin White 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

Brad Pickett
Houston, TX
Ann Shadle
Novi, MI
Bradley Laczny
Roseville, CA
Donnas Landry
San Antonio, TX
Steven Carlson
Canton, OH
Peter Gutschenritter
Atlanta, GA
Donald Quirk
Titusville, FL
Erik Truxal
Sacramento, CA

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.

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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started