NEXT Financial Group
Cyndi Hunley has extensive experience in the financial services industry, currently serving as a Licensing Specialist at Next Financial since July 2012, where responsibilities include processing affiliations, managing U4 amendments, and tracking compliance with FINRA regulations. Prior experience includes roles as a Retail Cashier, Operations Associate at Morgan Stanley Smith Barney, and Administrative Assistant at Bank of America, highlighting a strong background in account management and client services. Cyndi began a career in finance as a Credit Investigator at Citi, contributing to expertise in credit applications and history verification. Cyndi's educational background includes a diploma from Bridgewayter Raritan HS East and further studies at Marshall University.
NEXT Financial Group
In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL") rule, but to meet Securities and Exchange Commission ("SEC") investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."