Thomas
Guilfoyle
Next Financial Group, Inc
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About this Advisor
Thomas Guilfoyle is a financial advisor based in Seattle, Washington, working with Next Financial Group, Inc. Thomas has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Windermere R.E. Wall St. Group Inc, Sierr A Ridge Wealth Management, and Bank Of America, N.A. Thomas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California and Washington. Currently, Thomas is part of Next Financial Group, Inc, which operates out of Seattle, Washington. 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
Services Offered
Fee Structure
Office Location
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Next Financial Group, Inc Brokerage Details
$3,522,327,030
613
17,352
$202,993
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
Thomas Guilfoyle Work History
Sierr A Ridge Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Windermere R.E. Wall St. Group Inc
Disclosures
Please visit the SEC profile of Thomas Guilfoyle 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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