NEXT Financial Group
Christian Taylor, CRCP has over 10 years of experience in the financial industry. Christian began their career as an Equities Trader at Self Directed in 2005 and later joined Waddell & Reed as a Financial Advisor in 2007. In 2009, they worked as both a Securities Broker at Texlark Securities and a Financial Advisor / Fixed Income Broker at The GMS Group. In 2011, they transitioned to Next Financial Group, Inc. where they held various roles including Trader in the Trading Department, Supervising Principal in the Home Office Supervision Department, and Anti-Money Laundering Compliance Officer - AMLCO. Their most recent position at Next Financial Group, Inc. was Vice President of Firm Supervision, a role they held from January 2019.
Christian Taylor completed a Certified Regulatory and Compliance Professional (CRCP) program at The Wharton School in 2015. Christian also pursued the Chartered Financial Analyst (CFA) program at Rice University, although the specific dates of their enrollment are unknown. Additionally, Christian has obtained certifications in Series 24, Series 7, and Series 9/10 from FINRA.
NEXT Financial Group
In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL") rule, but to meet Securities and Exchange Commission ("SEC") investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."