Actieve functies van Dave Holtz
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Directeur/Bestuurslid | - | - |
| Oprichter | - | - | |
| 4WARD Financial Marketing, Inc. | Directeur/Bestuurslid | 20-10-2010 | - |
Loopbaan van Dave Holtz
Eerdere bekende functies van Dave Holtz
| Bedrijven | Functie | Begin | Einde |
|---|---|---|---|
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. | Oprichter | 01-01-1999 | 01-01-2022 |
Statistieken
Internationaal
| Verenigde Staten | 4 |
Operationeel
| Founder | 2 |
| Director/Board Member | 2 |
Sectoraal
| Finance | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 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. |
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