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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Buchanan is an active investment advisor representative with Next Financial Group, Inc. based in Houston, Texas. Timothy is a registered investment advisor in multiple states including Texas, Florida, and Louisiana. Timothy has over 38 years of experience in the financial services industry. Timothy specializes in providing investment advice to individuals and businesses. Timothy's areas of expertise include retirement planning, college savings, and estate planning.
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
05/22/2023 - Present
Next Financial Group, Inc. (HOUSTON TX)
FL
09/12/2014 - 01/31/2019
CETERA ADVISOR NETWORKS LLC (JACKSONVILLE FL)
FL
05/03/2004 - 09/17/2014
FSC SECURITIES CORPORATION (JACKSONVILLE FL)
NJ
03/08/1994 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/30/1991 - 12/10/1993
J.C. BRADFORD & CO. (NEW YORK NY)
NC
02/15/1989 - 12/21/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
09/06/1988 - 02/08/1989
HAMPTON SECURITIES, INC.
NA
07/26/1984 - 11/03/1988
BLINDER, ROBINSON & CO., INC.
IA
Issued 04/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/02/2004
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 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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