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Your Journey

Our goal is to provide our financial advisors with customized tools and resources to create long-term, prosperous relationships with their clients, resulting in business growth. We are a layer of services in addition to what is available through LPL Financial. We provide a personal, customized experience in business consulting, marketing, technology, and other services.

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

We strive to be an all-inclusive employer and member of the communities we serve.

Service

Service

We exist to provide exceptional service for our financial advisors and financial institutions.

Innovation

Innovation

The status quo was yesterday’s strategy – every day we must adjust our strategies to meet tomorrow’s challenges and opportunities.

Productivity

Productivity

To grow in today’s business environment, we must constantly search for new ways to make our financial professionals more effective.

Consistency

Consistency

To operate at a high-level is good, to operate at a consistently high-level is amazing.

Dedication

Dedication

We believe that you need to give 110% each and every day. No amount of creativity or innovation will help you achieve your goals if you do not work hard. Any plan will work, as long as you do.

A Few of the Companies We Are Proud To Serve

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

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Services

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity. To view our Business Continuity Plan Disclosure, please click HERE.

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