linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Douglas White

Next Financial Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Douglas? Claim Your Profile

About Douglas White

Douglas White is a financial advisor with Next Financial Group, Inc. Douglas White has been in the industry since 2010. Douglas White has been registered with Next Financial Group, Inc. since February 17, 2023. Douglas White has passed the Series 7, Series 66, and Series 65 exams and holds active licenses in Texas. Douglas White previously worked at Edward Jones. Douglas White is a registered Investment Advisor Representative.

Firm Information

Douglas White 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Seminar/workshop attendance fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Douglas White’s Registration & Firm History

TX

02/17/2023 - Present

Next Financial Group, Inc. (HOUSTON TX)

TX

05/26/2015 - 12/17/2015

EDWARD JONES (SPRING TX)

Not sure if Douglas White is right for you?

Licenses & Designations

IA

Issued 01/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 06/12/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/13/2024

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas White.
Not sure if Douglas White is right for you?