NEXT Financial Group

David is one of the founders of NEXT Financial Group. NEXT is a representative-owned company that believes in giving its reps a voice in directing the future of the company; a firm built on a strong foundation of putting clients' interests first. It is committed to providing the right blend of technology and personal service - helping you invest with confidence to achieve your long-term investment objectives.  

In 1999, NEXT Financial Group was born. The company grew quickly, setting up headquarters in Houston, Texas.

Today, NEXT Financial Group operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to over $120 million while providing advisors with significant intellectual and capital resources. The company is owned by its advisors and staff. The Board of Directors is made up of six Division Managers and advisory committees within NEXT Financial Group are populated with NEXT advisors. 

NEXT Financial Group has been awarded Broker/Dealer of the year seven times* and NEXT believes that the strength of any broker/dealer lies in its advisors. In that spirit, NEXT encourages forward-looking vision and empowers its representatives to build their individual offices with advanced marketing assistance from its Hometown Marketing Unit.

NEXT advisors are independent contractors who fashion their practices to suit the needs of their customers.

Each year Investment Advisor magazine conducts a poll asking its representative readers to rate how well their broker/dealer is meeting their needs in key areas such as compliance, training, marketing, technology support, and overall performance. Broker/Dealers that are rated the highest by their representatives are named “Broker/Dealer (“B/D”) of the Year” in one of four divisions based on each broker/dealer’s total number of representatives.