Jenny Franchi, Senior Marketing Account Manager

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FRGIS Announces Partnership With GreenState Credit Union

Fort Mill, SC. – August 26, 2020 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announces their partnership with GreenState Credit Union, Iowa’s largest financial cooperative. GreenState will be registered under the nation’s largest independent broker-dealer*, LPL Financial and brings over $7 billion in assets serving more than 230,000 members. GreenState is proud […]

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FRGIS Celebrates 10th Anniversary

Fort Mill, SC. – August 26, 2020 – Financial Resources Group Investment Services, LLC (Financial Resources Group) is celebrating its 10th anniversary this month as a company dedicated to helping financial advisors and financial institutions grow their businesses. Over the past decade, the company has grown to support over 87 financial institutions and over 1,000

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FRGIS Enters Groundbreaking Merger With Gladstone Wealth Group

Fort Mill, SC. – April 23, 2020 – Financial Resources Group Investment Services, LLC (Financial Resources Group) and Gladstone Wealth Group are entering a groundbreaking and strategic merger, launching Gladstone Financial Resources Group on May 15. This merger creates the largest enterprise by revenue and assets on the LPL Financial corporate Registered Investment Advisor (RIA).

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