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Advisor Spotlight Series

“Ask Away” Advisor Spotlight Series – Paul Ha

 Advisor Spotlight Series   April 26, 2024

Our "Ask Away” Advisor Spotlight Series features some of our exceptional LPL Financial advisors partnering with Financial Resources Group with incredible minds and interesting backgrounds. Learn more about Paul Ha, Founder of Cornerstone Wealth Partners in this video and the impact our firm has had on his business!

“Ask Away” Advisor Spotlight Series – Kim Ramchandani, ChFC®

 Advisor Spotlight Series   April 26, 2024

Our "Ask Away” Advisor Spotlight Series features some of our exceptional LPL Financial advisors partnering with Financial Resources Group with incredible minds and interesting backgrounds. Learn more about Kim Ramchandani, ChFC®, Senior Vice President, Financial Consultant at Webster Investments, in this video and the impact our firm has had on her business!

“Ask Away” Advisor Spotlight Series – Walter L. Woodrick, CFP®

 Advisor Spotlight Series   April 26, 2024

Our "Ask Away” Advisor Spotlight Series features some of our exceptional LPL Financial advisors partnering with Financial Resources Group with incredible minds and interesting backgrounds. Learn more about Walter Woodrick, CFP®, Founder of Woodrick Financial, in this video and the impact our firm has had on his business!

Household Investment Management Group

 Training   April 12, 2024

Save yourself from getting more alerts in this new program from LPL.

Setting Up ACH Instructions in ClientWorks

 Training   January 22, 2024

Instructions for setting up ACH in ClientWorks.

Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000

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Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services, and LPL Financial are separate entities. To view our Business Continuity Plan Disclosure, please click HERE.

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