Financial Resources Group Investment Services keeps you up to date on all of the latest corporate and advisor events and announcements.
TOP 25 PRODUCERS OF 2018
Financial Resources Group Investment Services announced their top 25 producers of 2018. Congratulations to all on an amazing year!
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™
Britt Borders recently earned his Certified Divorce Financial Analyst (CDFA™) designation.
Financial Resources Group Investment Services celebrated their annual holiday party at The Palm restaurant on December 7.
Chris Thompson with Financial Resources Group Investment Services surprised a local girl scout troop at Rama Road Elementary School on December 4.
ECUAM RECEIVES HIGHEST SURVEY RESULTS
ECU Asset Management received their highest ever member survey score.
Laura DePergola of 360 Investment Center wins NextGen Female Advisor Scholarship.
Evolve Investment Services hosted an employee appreciation event on September 27 at The Village in Kohler, WI.
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.
2018 MASTERS CONFERENCE
The annual LPL Masters Conference was held April 23 at the Biltmore in Phoenix, AZ.
LPL PROGRAM LEADERSHIP
LPL Financial's Program Leadership Conference was held February 21-23 at the Marriott Harbor Beach in Fort Lauderdale, FL..