Freedom for Independent Advisors

An independent financial advisor is an advisor that is not tied to the proprietary products of one firm and not tied to minimum production requirements of one specific investment or insurance company. Independent advisors have more freedom with the products they offer and how they run their business. You own 100% of your book of business, and when it comes to your clients, you’re always in control.

Supporting Independent Advisors

Independent advisors can be small, independent operations with a larger firm, like Financial Resources Group and LPL Financial, providing some level of back-office support.  Financial Resources Group offers onboarding and integration, technology consulting, marketing support, business consulting services, compliance support and more.  Backed by LPL Financial, innovative technology including direct access to real-time account data and simplified statements, and a wide array of investment choices vetted by the LPL Research team—one of the largest and most tenured research groups among independent brokerage firms.

Independent advisors are eligible to receive maximum payout. As such, the responsibility of maintaining office space and all related costs, falls to the advisor. Advisors under our branch office are provided with all of the services Financial Resources Group Investment Services offers—all which assist independent advisors in the growth of their business.

FRG Independant Advisor
Play Video

How Can We Help?

Start Your Journey Today!

Want to see what we can do to help you grow your business? Contact us at our corporate office located in Fort Mill, SC. We look forward to hearing from you!

I had concerns when I was making my transition and Financial Resources Group has probably been through this a thousand times - it's reassuring when you have questions for people who you know have been through this before.

A Few of Our Independent Partners

Scroll to Top