Members of Financial Resources Group attended LPL’s annual Program Leadership Conference (PLC) Feb. 16-18. The event was held in Fort Lauderdale at the Marriott Harbor Beach Resort and Spa where approximately 300 investment program leaders from financial institutions across the country were in attendance. This invitation-only conference included 25 of our firm’s institution partners along …
Financial Resources Group Investment Services continued to celebrate the holidays on Monday, December 19th with some holiday festivities. Everyone wore “ugly holiday sweaters” while they enjoyed lunch and a hot cocoa bar in the afternoon. Employees also gathered around the tree to have their secret Santa reveal. Good times were had by all. A very …
Financial Resources Group Investment Services celebrated the holidays on December 3rd. The event was held at the Charlotte City Club on the 31st floor which overlooked the beautiful uptown Charlotte skyline. This festive evening began with a cocktail reception where employees and their guests mingled before enjoying a three-course meal. Check out our slideshow to …
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Financial Resources Group proudly hosted an informative, engaging webinar, Post-Election Economic Update, presented by Jeffrey Roach, PhD, Chief Economist, LPL Financial. The event was held on November 9th. He shared economic updates and insights on how the market will respond following mid-terms. Jeffrey also touched on questions submitted by financial advisors. Special thanks to Justin Novara, …
Financial Resources Group is pleased to announce that we have entered into an agreement to be acquired by LPL Financial. We will continue to operate independently as a wholly-owned subsidiary of LPL. “We couldn’t be more pleased to join forces with LPL,” said CEO/Founder Bruce Miller. “We look forward to leveraging LPL’s financial strength and resources to …
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Financial Resources Group Investment Services was honored to be a presenting sponsor at Big Brothers Big Sisters of Central Carolinas’ 50th Anniversary Gala held at the JW Marriott on September 24th. The evening was kicked off with a cocktail reception where guests mingled before enjoying a gourmet dinner during the ceremony. Mistress of Ceremonies, Deneige Broom with WSOC-TV …
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In support our country and city (Charlotte), Financial Resources Group was represented as associates, executives, and partnering friends of our firm enjoyed the Presidents Cup tournament, part of the PGA Tour, last week. The U.S. team challenged the International Team at Quail Hollow with a U.S. win, 17.5-12.5. “It was a wonderful and unique opportunity for our …
Members of Financial Resources Group attended LPL Financial’s annual flagship conference, Focus, July 24-27. The event was held at the Colorado Convention Center in Denver, Colorado. Approximately 5,000 financial professionals from around the country were in attendance for this premier sales and education event to learn from industry experts and network with peers, sponsors, and …
Financial Resources Group held a fun-filled evening of games, good food and team bonding at Top Golf on July 22nd. Three teams competed and the highest scoring golfers were Steve Lank, Susan Andrew, David Rich and Stephen Locker. Congrats to our winning team!
Financial Resources Group hosted an Open House event in celebration of their new office location on June 21. Nearly 75 guests were in attendance for the reception and ribbon-cutting ceremony. “This beautiful new space wouldn’t have been possible without the collective talents, efforts, and tenacity of our team,” said President Steve Lank. “This move will …
Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000
