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About NEXT Financial Group

NEXT Financial Group, Inc.  member FINRA/SIPC

To believe in outstanding service is one thing; to live and breathe it is quite another. NEXT Financial Group, headquartered in Houston, Texas, is a financial services broker/dealer that was founded by a group of passionately independent investment professionals and prides itself on delivering the highest possible service.  Unlike many firms, NEXT is not affiliated or owned by an investment or insurance company.  Instead, 80% of NEXT is owned and managed by its representatives. In addition, NEXT Financial does not have any proprietary investments. This provides Heritage Financial with complete autonomy to customize financial services and products for each of our clients.

NEXT Financial Group is a member of Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).  For an explanatory brochure, please request or visit,

NEXT Financial Group's SIPC membership provides account protection up to a maximum of $500,000.  It applies in the event an SIPC member firm fails financially and is unable to meet obligations to securities clients. 

NEXT Financial Group is also a proud partner of Kingdom Advisors; a charitable organization created to provide a network of Christian financial professionals who are committed to using the life-changing principles of Biblical stewardship.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck