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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Marlena Anderson, Mid, Crpc® | Bandera, Texas, United States |
View
|
|
| Rusty Bynum, Certified Financial Planner | Greenville-spartanburg-anderson, South Carolina Area, United States |
Email
|
|
| Douglas A. Schmidt, Rfc | Partner at Legacy Investment Services | Scottsdale, Arizona, United States |
Phone
|
| Andrew Butler | Account Executive at Texas American | Fort Worth, Texas, United States |
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 | 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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