Upgrade your services to the next level and watch your business grow.
Upgrade your services to the next level and watch your business grow.
Founded on a “commitment to serve,” Financial Resources Group’s vision was driven by a team of professionals with the common goal of assisting our financial professionals and financial institutions in pursuing superior results. In the beginning, we supported the employment of financial professionals on the LPL Financial platform, but we soon expanded to include support for financial institutions, dual programs, and independent financial advisors.
Now supporting over 70 financial institutions and more than 1,887 financial professionals across the country, Financial Resources Group manages more than $60 billion in brokerage and advisory assets and generates over $380 million in total revenue, making us the largest enterprise at LPL Financial*.
* Based on assets (brokerage and advisory), total revenue and affiliated professionals as of January 31, 2024.
Watch our video to see Bruce and Ann Miller share the story of their journey in the founding of Financial Resources Group over a decade ago.
Our team customizes the LPL Financial experience for you by keeping you up to speed on all of the latest tools and resources available for your business. Each experienced team members specialize in supporting you with growth of your business through such services as onboarding, marketing, business consulting, compliance, advisor development, accounting, technology, and more.
Meet the TeamFinancial Resources Group opens for business August 16, 2010 in Charlotte, North Carolina.
Financial Resources Group Investment Services is formed in preparation for moving the corporate headquarters to South Carolina and to work toward FINRA membership.
Company relocates to Fort Mill, South Carolina, and FINRA membership is granted.
Financial Resources Group Investment Services becomes LPL Financial’s largest enterprise by revenue and assets on LPL Financial’s corporate RIA platform.
Bruce Miller becomes CEO and Stephen Lank is named the company’s new president.
• Financial Resources Group Investment Services moves to new building in Fort Mill to allow for expansion of services.
• Bruce Miller named one of Charlotte’s Most Admired CEOs by the Charlotte Business Journal.
• The firm becomes LPL Financial’s largest enterprise*.
• Company introduces Virtual Resources to its list of services.
Acquisition of Financial Resources Group Investment Services, LLC: On February 1, 2023, LPL Financial announced the closing of acquisition of Financial Resources Group Investment Services in order to expand its addressable markets and complement organic growth.
Client’s assets exceed $60 billion.
Further integration into LPL to take better advantage of the tools & resources offered by LPL through the value of the Financial Resources Group’s brand.
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that independent financial guidance is a fundamental need for everyone. LPL Financial does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL Financial are not pressured or influenced by LPL Financial to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
Like navigating a river, we guide our clients with integrity, innovation, and precision—paddling forward with purpose, passion, and a constant drive to learn.
Learn More“FRG has been a great partner, and an invaluable resource. They provided unlimited access to training and were very thorough and ultimately, that’s what led to our success.”
Jaret Mutter, Founder & President
Valley Wealth Group
Careers
Internships
If you’re passionate about empowering financial advisors and making a measurable impact, you’ll find purpose and opportunity here. Join a team committed to helping advisors grow —every step of the way.
View CareersOur Internship Program is designed to provide college-aged rising juniors and rising seniors with hands-on experience, professional development, and insight into the operations of a dynamic and growing company. We also offer opportunities for high school students on a case-by-case basis, specifically for the children of our current employees.
View Internship Program
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No matter your path as an advisor, you face the challenge of delivering exceptional value while growing a business that runs efficiently and sustainably. Download this playbook for helpful tips on how to build upon the success you have already had!