Your Journey
Over 700
Advisors
Over 150
Employees

Financial Resources Group Headquarters, located in Fort Mill, SC, just a few miles south of Charlotte, NC
Our Company History
After being founded by Bruce Miller in 2010 with the mission to support employee advisors on the LPL Financial platform, Financial Resources Group quickly made a name for itself with $6.6 billion in AUM and 20 financial institution partners after their first year. Today, with more than $37 billion in AUM and over $211 million in revenue, the company now supports over 85 financial institutions and over 1,000 financial professionals nationwide. Here’s a look back at the company’s journey over the last 10 years. Read More…
Our Leadership
Financial Resources Group Investment Services’ leadership team has nearly 280 years combined experience in the industry. Read More...
Our Team
Our Home Office Staff 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 member specializes in one of the following areas: onboarding, marketing, compliance, technology, accounting and business development. Read More...
The Six Fundamentals of Our Organization

Community
Community

Service
Service

Innovation
Innovation

Productivity
Productivity

Consistency
Consistency

Dedication
Dedication
A Few of the Companies We Are Proud To Serve


















