Exciting News: NEXT Financial Group to Join LPL Financial
We are excited to share an important development that marks the next chapter for our firm and the clients we proudly serve. As you may know, the Blakely Walters team has long operated in partnership with NEXT Financial Group, Inc. (“NEXT”), a broker-dealer that has supported us in providing the personalized financial guidance you’ve come to expect.
NEXT is in the process of joining LPL Financial, one of the most respected independent firms in the financial services industry. This transition is part of a broader effort to bring you enhanced technology, expanded resources, and an overall elevated experience. In the coming weeks, you will begin receiving official communications from LPL about this change—and we are confident it will bring long-term benefits to you and your financial journey.
What This Means for You
While this transition represents a structural change behind the scenes, it will not affect your relationship with our firm. Our team, values, and commitment to your financial success remain unchanged.
In fact, this development brings several exciting advantages:
- Access to LPL’s dynamic technology
- Expanded support and operational resources
- A more robust infrastructure to enhance your overall experience
These enhancements are designed to help us serve you even more effectively and efficiently.
What to Expect Next
In early May, you will receive a letter from NEXT Financial Group for each account you hold. But do not worry, no further action is required from you. These letters will outline the conversion to LPL and what it means for you. It is designed to keep you fully informed and to ensure a smooth transition.
Your accounts remain intact, and for most clients, no further steps will be needed. For a small number of clients, we may need to collect updated paperwork, and we will reach out personally if that applies to you. We are committed to making this transition as easy as possible and are confident that our move to LPL Financial will only enhance the service and support we can provide.
No Action Required
You do not need to take any action to continue working with Blakely Walters.
The Future with LPL Financial
At Blakely Walters, we’re genuinely excited about what this transition means for the future. From enhanced digital tools to improved efficiency and service, we believe this move positions us to deliver an even higher level of service, insight, and support as we help you pursue your financial goals. Thank you for your continued trust. We look forward to a bright future together with LPL Financial and are excited about your financial journey.
For more information about LPL Financial, please visit www.lpl.com or call 1-800-558-7567.