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Timothy James Holtz

Next Financial Group, Inc.

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About Timothy James Holtz

Timothy James Holtz is a registered representative with Next Financial Group, Inc. Timothy has been in the securities industry since July 25, 1985. Timothy holds Series 6, 7, 63 and 66 licenses and is registered in 17 states. Timothy is also registered with the state of Pennsylvania as an Investment Advisor Representative. Timothy is a member of the Glendale Lake Snowmobile Club.

Firm Information

Timothy Holtz 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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Timothy Holtz’s Registration & Firm History

PA

12/22/2023 - Present

Next Financial Group, Inc. (ALTOONA PA)

GA

07/26/1985 - 08/20/1999

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 03/28/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/11/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/1994

Series 7 - General Securities Representative Examination

BC

Issued 07/11/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy James Holtz.
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