2018 ARCHIVES

Financial Resources Group Investment Services keeps you up to date on all of the latest corporate and advisor events and announcements.

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TOP 25 PRODUCERS OF 2018

Financial Resources Group Investment Services announced their top 25 producers of 2018.  Congratulations to all on an amazing year!

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JULIAN CRUZ AND BOB MILLER MAKE BIC TOP 100

Financial advisors Julian Cruz and Bob Miller make the Bank Investment Consultant (BIC) Top 100 list.

BRITT BORDERS EARNS CDFA™ 

DESIGNATION

Britt Borders recently earned his Certified Divorce Financial Analyst (CDFA™) designation.

HOLIDAY PARTY!

Financial Resources Group Investment Services celebrated their annual holiday party at The Palm restaurant on December 7.

SANTA CHEER!

Chris Thompson with Financial Resources Group Investment Services surprised a local girl scout troop at Rama Road Elementary School on December 4.

Congratulations! 

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ECUAM RECEIVES HIGHEST SURVEY RESULTS

SCHOLARSHIP AWARDED

ECU Asset Management received their highest ever member survey score. 

Laura DePergola of 360 Investment Center wins NextGen Female Advisor Scholarship. 

CLIENT APPRECIATION

Evolve Investment Services hosted an employee appreciation event on September 27 at The Village in Kohler, WI.

CLIENT APPRECIATION

Investment Strategists at Better Banks hosted an evening at Dozer Park for clients on August 31.

A NIGHT WITH THE KNIGHTS

Financial Resources Group Investment Services hosted a night at a Charlotte Knights game for employee appreciation.

2018 FOCUS CONFERENCE

LPL Financial held its annual Focus Conference July 29-August 1 in Boston, MA.

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2018 MASTERS CONFERENCE

The annual LPL Masters Conference was held April 23 at the Biltmore in Phoenix, AZ.

LPL PROGRAM LEADERSHIP

CONFERENCE

LPL Financial's Program Leadership Conference was held February 21-23 at the Marriott Harbor Beach in Fort Lauderdale, FL..

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. 

Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity.

Financial Resources Group Investment Services

481 Munn Rd. E.        Suite 225        Fort Mill, SC 29715

Direct (704) 816-8000        Fax (704) 816-8200

© Copyright 2018 Financial Resources Group Investment Services, LLC