Rikesha
Fuller Keen

Next Financial Group, Inc

CRD#3216366
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rikesha Fuller Keen is a personal financial specialist based out of Houston, Texas with 16 years of industry experience. Fuller Keen is currently employed by Next Financial Group, Inc. They have spent the entirety of their career at Next Financial Group, Inc. Fuller Keen has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Texas. Next Financial Group, Inc is a business based in Houston, TX. The company has offices in 280 locations and a total of 587 employees. It handles $3 billion in assets under management among its 16,162 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 47 charities and foundations. Of its 16,162 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Next Financial Group, Inc has a broad assortment 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 fee schedules usually are based on which services are offered. Fees charged by Next Financial Group, Inc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Personal Financial Specialist

Years Registered*

16 years

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

14825 St. Mary'S Ln Suite 202A
Houston, TX 77079

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

Rikesha Fuller Keen Work History

Rikesha has been registered as a financial advisor for 16 years.*

2004 - Present (20 years)

Next Financial Group

*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 Rikesha Fuller Keen 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

Matthew Giese
Waterford, WI
Donald Quirk
Titusville, FL
Brad Pickett
Houston, TX
Ann Shadle
Novi, MI
Erik Truxal
Sacramento, CA
Steven Carlson
Canton, OH
Jason Pfitzinger
Chesterfield, MO
Bryan Fries
Troy, MI

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