Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Calderhead is a financial advisor with over 20 years of experience in the industry. David is a Registered Representative with Next Financial Group, Inc. in Houston, TX, and a licensed Investment Advisor Representative. David offers financial planning services to individuals, families, and small businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
02/04/2021 - Present
Next Financial Group, Inc. (HOUSTON TX)
NV
01/15/2015 - 03/09/2015
MVP AMERICAN SECURITIES (LAS VEGAS NV)
TX
10/01/2012 - 07/28/2014
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
07/20/2011 - 05/04/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (FRIENDSWOOD TX)
IL
05/24/2011 - 07/12/2011
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TX
11/06/2008 - 07/27/2009
SALIENT CAPITAL L.P. (HOUSTON TX)
TX
06/13/2008 - 11/11/2008
SMH CAPITAL INC. (HOUSTON TX)
TX
05/19/2005 - 03/04/2008
CHARLES SCHWAB & CO., INC. (HOUSTON TX)
CO
07/30/2004 - 05/20/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
05/13/2002 - 09/15/2003
CAPSTONE ASSET PLANNING COMPANY (HOUSTON TX)
PA
03/19/1999 - 05/09/2001
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
TX
02/23/1996 - 02/26/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NY
04/04/1995 - 01/18/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
01/17/1995 - 04/10/1995
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 11/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2013
Series 4 - Registered Options Principal Examination
BC
Issued 03/12/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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