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William Louie Holmes

Next Financial Group, Inc.

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About William Louie Holmes

William Louie Holmes is a registered representative with Next Financial Group, Inc. William has been in the industry since June 2022. William has 1 state exam and 3 product exams, including the Series 63 and the Series 7TO. William is registered in Texas. William's firm, Next Financial Group, Inc. is headquartered in Houston, Texas.

Firm Information

William Holmes 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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William Holmes’s Registration & Firm History

TX

11/27/2024 - Present

Next Financial Group, Inc. (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/15/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/30/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Louie Holmes.
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