FRG Press Release

FRGIS Announces New President

Stephen Lank named next President as Bruce Miller transitions to CEO

Fort Mill, SC. – April 7, 2021 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Stephen Lank has been appointed as the company’s next President effective May 3, 2021. Bruce Miller, founder and current President, will become CEO.

Lank’s securities career spans over 25 years. Most recently, he was Chief Operating Officer of Equitable Advisors and Equitable Network, where he was responsible for all operations, service, technology and trading for the organization. Equitable Advisors supports over 6,000 financial professionals throughout the U.S.

“As I thought about bringing in a new President, Steve was number one on my list of potential candidates,” stated Miller. “The discussions with Steve to join us was a process that took over one year. He is a unique leader with the experience to guide the company to even higher levels of growth and success.”

“The opportunity to join an organization that I have known and admired for the past 10 years is a dream opportunity,” said Lank. “Financial Resources Group’s growth has been unprecedented and I am excited to join this dynamic leadership team.”

Miller founded the company in 2010 with a seven-person leadership team and approximately 140 advisors. Today, the company has grown to support over 80 financial institutions and over 900 financial professionals nationwide with over $29 billion in brokerage and advisory assets through LPL Financial and more than $150 million in gross revenue. Financial Resources Group is one of the largest enterprises by revenue and assets on the LPL Financial Corporate RIA platform.

Financial Resources Group uniquely services both financial institutions and independent advisors. Lank brings a wealth of experience to both of these segments. Prior to Equitable Advisors, Lank had a 13-year career with LPL Financial, where he had many assignments including Executive Vice President – Sales Operations and Support. Lank has comprehensive knowledge and experience with broker-dealers, trading, RIAs, technology, clearing and trust operations, as well as mergers and acquisitions.

“With Steve’s extensive industry experience and history of growing the firms he supported, Financial Resources Group is well positioned for the future,” stated Miller.

Jenny Franchi, Senior Marketing Account Manager

Jenny Franchi, Senior Marketing Account Manager

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