Sunstone Financial
Securities and Investment Advisory Services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. Sunstone Financial  is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Groups privacy policy and other important information, visit the Customers section of www.nextfinancial.com.

You have reached the website of Sunstone Financial LLC ("Sunstone Financial").  Sunstone Financial is a branch office of Next Financial Group, Inc. ("Next Financial").  Next Financial is an SEC registered investment advisor and broker-dealer, member FINRA, member SIPC.  Sunstone Financial employees may be licensed/registered investment adviser representatives and/or broker-dealer representatives of Next Financial.  Sunstone Financial is also an Arizona licensed investment advisor offering limited investment advisory services, and certain Sunstone Financial employees are also investment advisor representatives of Sunstone Financial.  Additionally, certain Sunstone Financial employees are Arizona licensed and registered insurance producers who may offer and sell insurance products through a number of non-affiliated insurance carriers.

 

A broker-dealer, investment advisor, broker-dealer representative, or investment advisor representative may only transact business in a particular state after licensure/registration or satisfying qualifications requirements of that state, or if they are excluded or exempted from the state's licensure/registration requirements, as the case may be.  Transactions in securities or the rendering of personalized investment advice for compensation shall not be made without first complying with the state's licensure/registration requirements, or pursuant to an applicable state exemption or exclusion.



Investments products and services offered through Next Financial available only to residents of:  Alabama (AL), Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), District of Columbia (DC), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Illinois (IL), Indiana (IN), Iowa (IA), Kansas (KS), Kentucky (KY), Maryland (MD), Massachusetts (MA), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), Nebraska (NE), Nevada (NV), New Jersey (NJ), New Mexico (NM), New York (NY), North Carolina (NC), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), South Dakota (SD), Tennessee (TN),Texas (TX), Utah (UT), Virginia (VA), Washington (WA),  Wisconsin (WI), Wyoming (WY).  

 

Investment advisory services offered through Sunstone Financial available only to residents of Arizona (AZ) or other states where Sunstone Financial is exempt from licensure/registration.

 

Insurance products offered and sold only to Arizona residents.

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