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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.

Find NEXT Financial Group employees' phone numbers or email addresses

NEXT Financial Group Global Highlights

Location
Employees

North America
579

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  • United States Of America
    579

Oceania
2

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  • New Zealand
    1
  • Australia
    1

NEXT Financial Group's Leadership

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

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
  • Assistant Director Parking & Transportation Services at NEXT Financial Group
    L. N.
    Assistant Director Parking & Transportation Services
    Mobile Phone
    Oct 18, 2024
  • Executive Director, Katharine George Alexander Community Law Center at NEXT Financial Group
    S. M.
    Executive Director, Katharine George Alexander Community Law Center
    Mobile Phone
    Oct 22, 2024
  • Co-Director, Casa De La Solidardiad at NEXT Financial Group
    T. L.
    Co-Director, Casa De La Solidardiad
    Mobile Phone
    Oct 24, 2024
  • Underwriting Director at NEXT Financial Group
    T. M.
    Underwriting Director
    Mobile Phone
    Oct 16, 2024
  • Wealth Manager at NEXT Financial Group
    F. M. E.
    Wealth Manager
    Mobile Phone
    May 29, 2026
  • Home Office Principal Manager at NEXT Financial Group
    B. B.
    Home Office Principal Manager
    Mobile Phone
    Oct 22, 2024
  • Marketing Programs Lead at NEXT Financial Group
    C. W.
    Marketing Programs Lead
    Mobile Phone
    Oct 22, 2024
  • Client Relationship Manager at NEXT Financial Group
    C. B.
    Client Relationship Manager
    Mobile Phone
    Oct 16, 2024
  • Program Manager at NEXT Financial Group
    C. O.
    Program Manager
    Mobile Phone
    Oct 23, 2024
  • Branch Manager at NEXT Financial Group
    C. D.
    Branch Manager
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is NEXT Financial Group known for?

Minus sign iconPlus sign iconNEXT 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?

Minus sign iconPlus sign iconNEXT 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?

Minus sign iconPlus sign iconNEXT 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?

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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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