NEXT Financial Group

NEXT Financial Group

Financial Services Houston, Texas, United States 186 employees
Employees
186
Contacts
3
Emails
2
Phones
2

NEXT Financial Group Overview

Headquarters
Houston, Texas, United States
Phone Number
Available in AeroLeads
Website
www.lpl.com
Industry
Financial Services
Employees
186
Founded
1999
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About NEXT Financial Group

NEXT Financial has officially ceased operations following the 2024 acquisition of Atria Wealth Solutions by LPL Financial. As of August 1, 2025, the Atria brand and all affiliated subsidiaries—including NEXT—have been fully absorbed into LPL, and both the Atria and NEXT names have been retired. To stay connected, follow LPL Financial: https://www.linkedin.com/company/lpl-financial

NEXT Financial Group Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

NEXT Financial Group Org Chart

Sample employees and titles
Name Title Contact
Marlena Anderson, Mid, Crpc®
View
Rusty Bynum, Certified Financial Planner
Email
Douglas A. Schmidt, Rfc Partner at Legacy Investment Services
Phone
Andrew Butler Account Executive at Texas American
Email Phone

Employees by Management Level

Individual contributor 21 profiles
Manager 3 profiles
Executive 2 profiles
Director 2 profiles
VP / Head 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 8 8 4
Executive 4 4 1
Finance 3 3 2
Legal 3 3 2
IT 3 3 1
Sales 1 1 1

NEXT Financial Group Tech Stack

Engineering 1 profile
Security 1 profile

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