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:
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Verified contacts
156
available on Kipplo
LinkedIn employees
167
1 to 10 range
Open roles
—
no listings
Distinct roles
110
indexed titles
Tech stack
2
tools in use
Monthly traffic
297
organic / mo
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Decision-makers and verified team members
156 contacts with verified email or phone · masked until revealed.
- MS
Mary Sanders
Acquisition Consultant · Sales & Business Development
EmailPhone - BK
Barry Knight
CEO · General Business & Management
EmailPhone - EG
Eric Gilbert
Home Office Principal · General Business & Management
EmailPhone - JU
John Unger
General Counsel · Legal
EmailPhone - RM
Rob Mashburn
Owner · General Business & Management
EmailPhone - CT
Christian Taylor
VP, Firm Supervision · General Business & Management
EmailPhone - AL
Allen Lyttle
Products and Services · General Business & Management
EmailPhone - CL
Colette Lyle
Manager · General Business & Management
EmailPhone - DH
David Holtz
Division Manager · General Business & Management
EmailPhone
Showing 9 of 156 verified contacts
Top roles at Next Financial Group
110 distinct titles indexed · top 10 shown.
- 9financial advisor
- 5investment professional
- 4division manager
- 4investment advisor representative
- 4registered representative
- 3commission specialist
- 3home office principal
- 3president
- 3registered rep
- 2account specialist
- +100more titles
Sign up to unlock all 156 contacts at Next Financial Group
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