TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
KE
KE
Karen Ruth Eyster
Next Financial Group, INC.
41 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Financial Planning & Coaching
Investment Management
Next Financial Group, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
7 advisors
Number of Clients
11,523 clients
Average Client Portfolio
$327K average
Assets Under Management
$3.8B
Fee Structure
Minimum Investment:
None
Investment Management
Planning
Loading...
Location
11740 Katy Freeway, Suite 600, Houston, TX, 77079
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Regulatory
June 2009
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Next Financial Group, INC.
September 2006 - Present · 19 yrs 5 mos
Next Financial Group, INC.
Broker
August 1999 - Present · 26 yrs 6 mos
Previous Registrations
Advantage Capital Corporation
Broker
July 1996 - August 1999 · 3 yrs 1 mo
Everen Securities, INC.
Broker
July 1992 - June 1996 · 3 yrs 11 mos
Prudential Securities Incorporated
Broker
December 1986 - July 1992 · 5 yrs 7 mos
Cowen & CO.
Broker
March 1986 - December 1986 · 9 mos
Texas First Brokerage Services, INC.
Broker
August 1985 - February 1986 · 6 mos
Cowen & CO.
Broker
June 1983 - May 1984 · 11 mos
State Registrations
2 states
TX
VA
Advisor
Broker
Both
Exams
No exam information available for this advisor.