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2018 ARCHIVES
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™
DESIGNATION
Britt Borders recently earned his Certified Divorce Financial Analyst (CDFA™) designation.
From left to right, Brad and Christa Franse, Warren Bausert, Dave Keady, Bruce Miller, Laura Keady
Bruce & Ann Miller
From left to right, Brad and Christa Franse, Warren Bausert, Dave Keady, Bruce Miller, Laura Keady
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!
From left to right: Bruce Miller, Homer, Mark Stieve, and Chris Thompson
From left to right: Bruce Miller, Homer, Mark Stieve, and Chris Thompson
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.
From left to right, David Rich, Bruce Miller, Britt Borders, Mark Stieve, J.J. Hudock
From left to right, David Rich, Bruce Miller, Britt Borders, Mark Stieve, J.J. Hudock
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
CONFERENCE
LPL Financial's Program Leadership Conference was held February 21-23 at the Marriott Harbor Beach in Fort Lauderdale, FL..