Financial Resources Group wrapped up their invitation-only practice management training series with an in-person capstone event held at LPL Financial’s headquarters in Fort Mill, September 20-22. FRG Engaged was designed to help our advisors be successful by sharing ideas and strategies to help them grow their businesses, assets and profits. The capstone event featured keynote speakers, […]
FORT MILL, S.C. – September 6, 2023 – Financial Resources Group Investment Services, LLC (“Financial Resources Group”) announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial
Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000
