![Dave Holtz](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Perfil
David Lee Holtz is the founder of NEXT Financial Group, Inc. He held the title of Director at the company from 1999 to 2022.
Mr. Holtz is also the founder of NEXT Financial Holdings, Inc. Mr. Holtz's current job is as a Director at 4WARD Financial Marketing, Inc.
Cargos activos de Dave Holtz
Empresas | Cargo | Inicio |
---|---|---|
NEXT Financial Holdings, Inc.
![]() NEXT Financial Holdings, Inc. Investment ManagersFinance NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX. | Fundador | - |
4WARD Financial Marketing, Inc. | Director/Miembro de la Junta | 20/10/2010 |
Antiguos cargos conocidos de Dave Holtz.
Empresas | Cargo | Fin |
---|---|---|
NEXT Financial Group, Inc.
![]() NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Fundador | 01/01/2022 |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
Empresas privadas | 3 |
---|---|
NEXT Financial Group, Inc.
![]() NEXT Financial Group, Inc. Investment ManagersFinance NEXT Financial Group, Inc. (NEXT) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by David Holtz and Gordon D'Angelo in 1999. They are a wholly owned subsidiary of NEXT Financial Holdings, Inc., ultimately owned by Atria Wealth Solutions, Inc. NEXT, through their Independent Advisor Representatives (IARs), offers investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. | Finance |
NEXT Financial Holdings, Inc.
![]() NEXT Financial Holdings, Inc. Investment ManagersFinance NEXT Financial Holdings, Inc. provides investment management and brokerage services for professionals in the financial industry. It focuses on retirees and baby boomers. The company was founded by David Lee Holtz and is headquartered in Houston, TX. | Finance |
4WARD Financial Marketing, Inc. |
- Bolsa de valores
- Insiders
- Dave Holtz