Aktive Positionen von Dave Holtz
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Direktor/Vorstandsmitglied | - | - |
| Gründer | - | - | |
| 4WARD Financial Marketing, Inc. | Direktor/Vorstandsmitglied | 20.10.2010 | - |
Karriereverlauf von Dave Holtz
Ehemalige bekannte Positionen von Dave Holtz
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Gründer | 01.01.1999 | 01.01.2022 |
Statistik
International
| Vereinigte Staaten | 4 |
Operativ
| Founder | 2 |
| Director/Board Member | 2 |
Sektoral
| Finance | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 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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