Who we are

our company history

Founded on a “commitment to serve,” Financial Resources Group’s vision was driven by a team of professionals with the common goal of assisting our financial professionals and financial institutions in pursuing superior results. In the beginning, we supported the employment of financial professionals on the LPL Financial platform, but we soon expanded to include support for financial institutions, dual programs, and independent financial advisors.

Now supporting over 70 financial institutions and more than 1,887 financial professionals across the country, Financial Resources Group manages more than $60 billion in brokerage and advisory assets and generates over $380 million in total revenue, making us the largest enterprise at LPL Financial*.

* Based on assets (brokerage and advisory), total revenue and affiliated professionals as of January 31, 2024.

Our Journey

Founding Story

Watch our video to see Bruce and Ann Miller share the story of their journey in the founding of Financial Resources Group over a decade ago.

Fueling Advisor Growth with Customized LPL Solutions

Our team customizes the LPL Financial experience for you by keeping you up to speed on all of the latest tools and resources available for your business. Each experienced team members specialize in supporting you with growth of your business through such services as onboarding, marketing, business consulting, compliance, advisor development, accounting, technology, and more.

Meet the Team
  • From 2010 to Today:

    Built for Advisors.
    Evolving with the Industry.

    Financial Resources Group opens for business August 16, 2010 in Charlotte, North Carolina.

LPL Affiliation

Our trusted alliance

LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that independent financial guidance is a fundamental need for everyone. LPL Financial does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL Financial are not pressured or influenced by LPL Financial to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.

Independent, cross-platform & financial institution advisors

Like navigating a river, we guide our clients with integrity, innovation, and precision—paddling forward with purpose, passion, and a constant drive to learn.

Learn More
  • Careers

  • Internships

  • Careers

    Shape the Future of Financial Planning

    If you’re passionate about empowering financial advisors and making a measurable impact, you’ll find purpose and opportunity here. Join a team committed to helping advisors grow —every step of the way.

    View Careers
  • Internships

    Summer Internship Program

    Our Internship Program is designed to provide college-aged rising juniors and rising seniors with hands-on experience, professional development, and insight into the operations of a dynamic and growing company. We also offer opportunities for high school students on a case-by-case basis, specifically for the children of our current employees.

    View Internship Program

Your financial advising Journey in motion

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