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
Focus 2023, LPL Financial’s flagship conference, was held August 4-7 at the San Diego Convention Center in San Diego, California. Over 10,000 attendees, including 8,500+ advisors convened for this premier sales and education event to learn from industry experts and network with peers, sponsors, and the LPL home office staff. The event opened with patriotic
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Fort Mill, SC. – May 24, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with Jacobian Wealth Advisory led by Founder and President John F. Weber, CFA®, CFP®. Weber is registered under the nation’s largest independent broker-dealer1, LPL Financial, and reported having served over $100 million in advisory, brokerage
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Financial Resources Group is proud to sponsor Kehrer Group’s 2023 Annual Industry Checkup, which provides annual long-term trends in the number and nature of banks and credit unions selling investments, advisor headcount and their productivity, and their implication for the coming year. “We’re pleased to sponsor the Kehrer Group’s Annual Industry Checkup,” said Stephen Lank, President
FRGIS Featured in Kehrer Group’s 2023 Annual Industry Checkup Read More »
Financial Resources Group’s Head of Financial Planning Rob Matricardi Jr, CFP®, ChFC® was recently featured in CanvasRebel Magazine’s online publication. CanvasRebel Magazine was designed to artistically share the stories of artists, small business owners and industry professionals across the community -highlighting the mission, purpose, values and principles guiding their work. Check out their article to
CanvasRebel Magazine Features Rob Matricardi, Jr. CFP®, ChFC® Read More »
Financial Resources Group hosted their annual BC Sales Summit from May 2-4. This 3-day event was held at Horizon Investments in South Charlotte, where members of their Business Consulting and Development team as well as executives from LPL Financial came together to hear updates from leadership, compliance and training, exchange ideas, share successes and challenges, as
Financial Resources Group is pleased to sponsor Kehrer Group’s 2023 Annual Industry Checkup. Please view Kehrer Group’s press release below. Bank-based Investment Services Practices Overcame Challenges To Post Modest Gains Last Year Kehrer Group’s Annual Industry Checkup Released May 5, 2023, Chapel Hill, NC– Following a record-breaking year in 2021, investment services revenue growth in
FRGIS Sponsors Kehrer Group’s Annual Industry Checkup Read More »
Fort Mill, SC. – May 9, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Matthew Ruppe has become the firm’s next Director of Business Consulting. Ruppe is the 13th member of the company’s business consulting team dedicated to helping independent and institution-based financial advisors grow their books of business.
Matthew Ruppe Joins Financial Resources Group as Director of Business Consulting Read More »
Today we celebrate the hard work and dedication of our financial advisors across the country. We thank you for allowing us to serve you and guide each of you on your unique financial advising journeys! We wish you continued success and look forward to bringing you new opportunities for business growth in the years ahead!
National Financial Advisor Day Read More »
Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000
