FRG Press Release

FRGIS Completes Strategic Partnership with Professional Investors Network

LPL Financial's largest enterprise inks $2B deal in its continued expansion of services to financial professionals

Fort Mill, SC. – April 5, 2023 – Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that it has completed its partnership with Professional Investors Network. Professional Investors Network brings to the firm over $2 billion in assets under management with over 50 registered representatives. Professional Investors Network became part of Financial Resources Group and will now operate under the firm’s entity.

The partnership combines Financial Resources Group’s expertise in providing customized services to financial professionals along with Professional Investors Networks’ skillset in the operations, compliance and advisor development spaces. Additionally, it will allow Financial Resources Group to continue its expansion of offerings to its advisors.

“We are thrilled to welcome Professional Investors Network to our dynamic firm,” said Steve Lank, President of Financial Resources Group. “Their outstanding leadership team and dedicated staff are wonderful assets to our organization and will play instrumental roles in helping us take our offerings to the next level for our advisors.”

Previously headquartered in South Windsor, Connecticut, Professional Investors Network formed in 2000 and has been one of the top producing groups in the country for three different independent firms with Securities America being their former broker-dealer.

“We couldn’t have partnered with a better organization,” said Bill Brice, Managing Partner of Professional Investors Network. “Financial Resources Group is an industry leader with an impressive catalog of offerings for financial advisors. We were highly impressed with their streamlined compliance efforts, advanced marketing techniques and efficient back-office support. Through their relationship with LPL Financial, we now have access to state-of-the art technology solutions which will further enhance our unique business development model, making Financial Resources Group a premier destination for those looking to grow their businesses and leave a lasting legacy.”  

“We have some incredible things in the works for our advisors and are very excited to share this with everyone in the coming months,” said Lank.  “Our partnership with Professional Investors Network will be taking Financial Resources Group to new heights, so stay tuned for more details.”

Picture of Financial Resources Group Marketing Department

Financial Resources Group Marketing Department

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