LET US GUIDE YOU ON YOUR JOURNEY
Independent Advisors
Financial professionals who are working to create and manage their own practice are nurtured by the freedom of self-employment and the support and guidance of skilled leadership. The marketing and business consulting teams at Financial Resources Group Investment Services further aid the independent advisor by providing the support and resources to help you grow your business.
Financial Institution Advisors
Financial Resources Group Investment Services supports advisors and program managers at community and regional banks and credit unions by providing program and practice management consulting, creating efficiencies in the business process, and using strategic business development opportunities to grow the businesses.
Cross Platform Advisors
By combining the philosophies behind independent advisor services and program services, Financial Resources Group Investment Services has been able to successfully integrate independent advisors into institution programs. This integration benefits both the advisor and the program with increased exposure to clients and the ability to build a larger, stronger book of business.
Over 700
Advisors
Over 160
Employees
Working with You
Financial Resources Group Investment Services provides tailored services to more than 80 financial institutions, 310 bank and credit union advisors, and 390 independent advisors, nationwide. Representatives are registered through LPL Financial as their broker-dealer.
LPL Financial is the largest independent broker-dealer based on total revenue, as reported in Financial Planning magazine June 1996 – 2020, in the US, with over 17,200 representatives across the nation and more than $903 billion in assets. We enhance the services offered by LPL Financial by providing our clients with a more personal, customized experience.
Over 700
Advisors
Over 160
Employees
Testimonials
Our team is thankful for the opportunity to serve our clients, and it’s important to us that we provide the best service so our clients feel great about working with us.
The writing is on the wall. Independence is the future in the investment advisory world, and LPL is the place to be.
The size, the scale, and the resources of FRG really helped us. Our business consultant gave us ideas of what we should be considering, not just at that given moment, but a year from there, and two and three years after.
After joining FRG, the marketing team really helped me add a personal touch and a level of understanding to really describe my brand and my vision.
Honestly, I don’t know where our program would be without the support FRG has given us. We don’t know how big the program can get! And, I don’t think that would have happened without the partnership we have.
I would definitely recommend FRG and LPL Financial for many reasons. LPL Financial is the largest independent broker group in the nation. The tools, technology and know-how they bring to the table is tremendous.
A Few of the Companies We Are Proud To Serve
