Flexing Flexibility

We believe that advisors should have the freedom and flexibility to choose products and services that meet their independent needs. You are free to offer, sell or promote any product or service available on our platform.

NEXT Financial Group recognizes that an open architecture platform is beneficial for the independent advisor and we have an extensive list of pre-approved investment products and services to reflect this. To help minimize time researching other investment products and services, our advisors can receive complimentary assistance with analysis and research on less-explored products such as mutual funds, third-party money managers and variable annuities. We also perform extensive due diligence on certain registered alternative investments (e.g. REITS, Equipment Leasing, and Oil and Gas programs).

We welcome new products and services. By an advisor’s request, our department also conducts due diligence to determine if they can be added to our platform.