Terri
Hunter
Next Financial Group, Inc
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About this Advisor
Terri Hunter is a financial advisor working out of San Antonio, Texas with 19 years of industry experience. Hunter is currently employed by Next Financial Group, Inc. They have been with Next Financial Group, Inc for their total career. Hunter holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Next Financial Group, Inc is an advisory firm that has its headquarters in Houston, TX. The firm has offices in 280 locations and a total of 587 employees. It has $3 billion in assets under management between its 16,162 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 47 charities and foundations. Of its 16,162 customer accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Next Financial Group, Inc performs a number 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. Fees for financial advice are based on which service is offered. Fee types charged by Next Financial Group, Inc likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$2,919,044,437
587
16,162
$180,612
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
Terri Hunter Work History
Terri has been registered as a financial advisor for 19 years.*
Next Financial Group, Inc
*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 Terri Hunter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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