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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.
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.