Fireworks Show

10TH ANNIVERSARY TIMELINE

Join us as we take a look back at the company's 10 year milestones.

10 YEARS IN THE MAKING...

After being founded by Bruce Miller in 2010 with the mission to support employee advisors on the LPL Financial platform, Financial Resources Group quickly made a name for itself with $6.6 billion in AUM and 20 financial institution partners after their first year. Today, with more than $24 billion in AUM and over $141 million in revenue, the company now supports over 87 financial institutions and over 1,000 financial professionals nationwide.  Here's a look back at the company's journey over the last 10 years.

 

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