Next Financial Employee Directory

Q: What is Next Financial known for?

Next Financial was founded in 1999. Next Financial operates in the Financial Services industry.

Q: How many employees does Next Financial have currently?

Next Financial has approximately 168 employees.

Financial ServicesTexas, United States51-200 Employees

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

Find Next Financial employees' phone numbers or email addresses

Next Financial Global Highlights

North America
581

United States Of America
581

Oceania
3

New Zealand
2
Australia
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
1
France
1

Next Financial's Leadership

D. P.
Chief Executive Officer
Mobile Phone
Email
B. K.
Ceo
Mobile Phone
Email
R. B.
Vice President Partner
Mobile Phone
Email
J. O.
Vice President Financial Services
Mobile Phone
Email
M. S.
Vice President Investments
Mobile Phone
Email
B. G.
Vp Of Business Development
Mobile Phone
Email
S. W.
Vice President - National Sales
Mobile Phone
Email
T. T.
President
Mobile Phone
Email

Next Financial Employee Metrics

100%

50%

2026

2025

2024

Banking
Finance
Legal
Business
Business Development
Other

Contact profiles from Next Financial

Name

Title

Contact Info

Location

Last Update

M. P.
Executive Director / Ffg
Mobile Phone
Email
United StatesColorado
Feb 03, 2026
A. C.
Director Of External Relations
Mobile Phone
Email
Oct 21, 2024
A. H.
Director Of Landscape Architecture Denver Area Operations Pla
Mobile Phone
Email
Oct 18, 2024
D. R.
Executive Director Of Entrepreneurship Programs, Center For Innovation & Entrepreneurship
Mobile Phone
Email
Oct 18, 2024
E. M.
Director Of Support Services
Mobile Phone
Email
Oct 18, 2024
J. L.
Co-Director
Mobile Phone
Email
Oct 17, 2024
J. G.
Agency Director Of Financial Planning
Mobile Phone
Email
Oct 22, 2024
J. S.
Financil Planner Director
Mobile Phone
Email
UNITED STATES
May 06, 2024
L. D.
Assistant Director
Mobile Phone
Email
Oct 16, 2024
L. N.
Director
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Next Financial known for?

Next Financial was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in Houston, Texas United States; you can contact the main corporate office by phone at

+1-713-789-****

. Explore Next Financial's company overview page for more information.

What is Next Financial's most common email format?

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

How many employees does Next Financial have currently?

Next Financial has approximately 168 employees as of February 2026. These team members are located across 3 continents, including North AmericaOceaniaEurope.

Who are Next Financial's key employees and leadership?

As of February 2026, Next Financial's key employees include:

Chief Executive Officer: D. P.
Ceo: B. K.
Vice President Partner: R. B.
Vice President Financial Services: J. O.
Vice President Investments: M. S.

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