What departments does NEXT Financial Group have?

NEXT Financial Group has employees across 12 departments including Entrepreneurship, Finance, Information Technology, Operations, Support.

What is the largest department at NEXT Financial Group?

The largest department at NEXT Financial Group is Entrepreneurship with 4 employees.

Where are NEXT Financial Group employees located globally?

NEXT Financial Group has employees across 2 continents and 3 countries including United States Of America, New Zealand, Australia.

How has NEXT Financial Group's team size changed over time?

NEXT Financial Group's team has decreased from approximately 94 to 76 employees based on available data.

NEXT Financial Group Employee Directory

Financial ServicesTexas, United States51-200 Employees

NEXT Financial Group was a financial services firm headquartered in Houston, Texas, with 51 to 200 employees. It operated as part of Atria Wealth Solutions and, in 2024, Atria was acquired by LPL Financial. Following the acquisition, the Atria brand and all affiliated subsidiaries, including NEXT, were absorbed into LPL, and the NEXT name was retired as of August 1, 2025. The company’s online presence in the provided data is listed under https://lpl.com, reflecting its integration into LPL. Consequently, NEXT Financial no longer operates as an independent entity, with its operations integrated into LPL Financial.

NEXT Financial Group Global Highlights

North America
579

United States Of America
579

Oceania
2

New Zealand
1
Australia
1

NEXT Financial Group's Leadership

N. E.
Chief Executive Officer
Mobile Phone
Email
D. P.
Chief Executive Officer
Mobile Phone
Email
J. O.
Vice President Financial Services
Mobile Phone
Email
A. B.
President
Mobile Phone
Email
I. L.
President
Mobile Phone
Email
J. R.
President
Mobile Phone
Email
J. H.
President
Mobile Phone
Email
M. G.
Head Of Technology Training
Mobile Phone
Email

NEXT Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Legal
Business
Business Development
Other
Community & Social Services
Consultant

Contact profiles from NEXT Financial Group

Name

Title

Contact

Location

Last Update

J. H.
President
Mobile Phone
Email
Oct 23, 2024
J. W.
Co-Owner
Mobile Phone
Email
Oct 23, 2024
K. M.
Owner
Mobile Phone
Email
Oct 22, 2024
K. P.
Partner
Mobile Phone
Email
Oct 22, 2024
R. Y.
Owner
Mobile Phone
Email
Oct 16, 2024
S. E.
Owner
Mobile Phone
Email
Oct 17, 2024
S. B.
Owner
Mobile Phone
Email
Oct 22, 2024
T. N.
Owner
Mobile Phone
Email
Oct 23, 2024
T. S.
Cofounder
Mobile Phone
Email
Oct 16, 2024
G. M.
Associate Head Coach - Womens Soccer
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is NEXT Financial Group known for?

NEXT Financial Group was founded in 1999 and operates in the Financial Services industry. You can contact NEXT Financial Group's main corporate office by phone at

+1-713-789-****

. Explore NEXT Financial Group's company overview page for more information.

What is NEXT Financial Group's most common email format?

NEXT Financial Group employees' email format typically follows the pattern of FLast@nextfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more NEXT Financial Group email formats with LeadIQ.

How many employees does NEXT Financial Group have currently?

NEXT Financial Group has approximately 162 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are NEXT Financial Group's key employees and leadership?

As of August 2026, NEXT Financial Group's key employees include:

Chief Executive Officer: N. E.
Chief Executive Officer: D. P.
Vice President Financial Services: J. O.
President: A. B.
President: I. L.

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NEXT Financial Group Employee Directory

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