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News and Events

Attending PLC 2023

 Jenny Franchi, Senior Marketing Account Manager   February 21, 2023

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 …

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Holiday Fun at Financial Resources Group!

 Jenny Franchi, Senior Marketing Account Manager   December 20, 2022

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 …

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Financial Resources Group Celebrates the Holidays

 Jenny Franchi, Senior Marketing Account Manager   December 7, 2022

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 …

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Post-Election Economic Update

 Jenny Franchi, Senior Marketing Account Manager   November 16, 2022

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 …

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Financial Resources Group Deepens Relationship with LPL

 Jenny Franchi, Senior Marketing Account Manager   November 3, 2022

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 …

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Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000

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Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services, and LPL Financial are separate entities. To view our Business Continuity Plan Disclosure, please click HERE.

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