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David Waikit Fung

Next Financial Group, Inc.

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About David Waikit Fung

David Waikit Fung is a financial advisor with Next Financial Group, Inc. David has been in the financial industry for 2 years, specializing in financial planning, pension consulting, and educational seminars. David holds Series 7TO, Series 66, and SIE licenses and is registered in California and Hawaii. David is committed to providing personalized financial advice to individuals, corporations, and other businesses. David has experience working with high-net-worth individuals and charitable organizations. David is dedicated to helping clients achieve their financial goals.

Firm Information

David Fung is currently registered with Next Financial Group, Inc.. Next Financial Group, Inc. is a corporation formed in June 1998 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. They are registered with the SEC and have a presence in all 50 states, as well as Puerto Rico and the Virgin Islands. Next Financial Group, Inc. manages over $3.5 billion in assets.
Next Financial Group, Inc.

11740 KATY FREEWAY

HOUSTON, TX 77079

$3.52B

Assets Under Management

5,776

Total Clients

348

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Seminar/workshop attendance fees

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David Fung’s Registration & Firm History

CA

06/21/2023 - Present

Next Financial Group, Inc. (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 06/21/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Waikit Fung.
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