Our commitment to excellence extends beyond our Advisor Support team to each one of our departments. We will respond to your inquiries within 24 hours and provide you effective solutions for all of your business needs. Experience the NEXT level of support. We are with you every step of the way.
Great customer service is the foundation of NEXT Financial Group. We realize the importance of helping our advisors get the information they need accurately, quickly and efficiently. Our dedicated advisor support team is cross-trained across all departments, giving our advisors more time to focus on their clients.
Today, NEXT Financial Group operates under the same principles in which it was founded. It has grown from $4 million in gross revenue to over $131 million while providing advisors with significant intellectual and capital resource available. The company is owned by its advisors and staff, and no shareholder owns more than 10% of the company. The Board of Directors is made up of six OSJs and all committees within NEXT Financial Group are run by NEXT advisors. It has been awarded Broker/Dealer of the year seven times. NEXT Financial Group believes that the strength of any broker/dealer lies in its advisors. In that spirit, NEXT encourages vision and gives advisors control over their own destiny by giving them a voice, equity and revenue in everything they create.
In 1999, NEXT Financial Group was born. The company grew quickly, setting up headquarters in Houston, Texas, and creating its own internal Home Town Marketing company. It was not long before innovative ancillary companies were born. WE2, NFISCO, and 4WARD Marketing were established along side of NEXT Financial Group, Inc. under the newly founded NEXT Financial Holdings. Each of the companies were developed in accordance with NEXT’s culture, giving every advisor the power to make decisions and give input about the company’s future.
In 1998, a group of financial advisors decided to start a new broker/dealer unique to other firms. They enlisted the help of Gordon D’Angelo, now Chairman and CEO, who agreed to start the company on the condition that all advisors would have the opportunity to take part in ownership and equity of the company.
The founding group envisioned an independent broker/dealer that gave each representative vision, values and voice. During an initial meeting, Gordon D’Angelo wrote a vision for the new company that showed expansive growth in advisor production supported with world-class marketing. He said, “If you are interested in being part of the start-up, sign the flip chart,” and he left the room. When he returned everyone had signed the vision. Together, they believed they could take part in forming a quality, representative-focused broker/dealer.
You are free to create your own vision of success, and have complete autonomy to provide financial advice in the best interest of your clients. As we continue to grow, our advisors will still guide the way we do business.
We’re a community of individuals that discuss, share and inspire each other. We live and breathe a shared value of outstanding service, and provide advisors, like you, the support they need to grow and run their business successfully.
NEXT offers a full complement of investment products and services, including traditional brokerage and non-brokerage services, fee-based products, and annuities and other insurance-related products.
Throughout the history of NEXT Financial Group, our commitment of the vision, values and voice to our advisors have remained the same. Our tremendous growth over a short period of time has only reaffirmed our belief that the service we provide our advisors should not waver. Explore true independence from a firm that is founded, owned and managed by our advisors.
Our commitment to serve you, our advisors, is exemplified each and every day. At NEXT Financial Group, we are here to grow equity in your business while providing highly responsive support to streamline your business functions, letting you focus more time on your clients.
NEXT offers far more than just products and services; we offer a culture that works with you. Our advisors are the driving force of NEXT and we are dedicated to helping you realize your dreams. This is your firm and you have a say. You have the freedom to achieve your vision.
