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NEWS & EVENTS

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

FRGIS ANNOUNCES

NEW PRESIDENT

Financial Resources Group Investment Services announces Stephen Lank as new President.  Bruce Miller becomes CEO.

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FRGIS CELEBRATES

10TH ANNIVERSARY!

Financial Resources Group Investment Services celebrates its 10th anniversary as a company dedicated to helping financial professionals grow their businesses.

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FRGIS ENTERS

GROUNDBREAKING

MERGER WITH

GLADSTONE WEALTH GROUP

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Financial Resources Group Investment Services is proud to announce a groundbreaking merger with Gladstone Wealth Group effective May 15. 

Together, they will form the largest enterprise associated with LPL Financial by revenue and assets on the LPL Corporate RIA.

Matt Danner, Chris Freeman
Matt Danner, Chris Freeman

LPL General Securities Principal, Lindsey Bessant
LPL General Securities Principal, Lindsey Bessant

Matt Danner, Chris Freeman
Matt Danner, Chris Freeman

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HERE WE GROW AGAIN!

Financial Resources Group Investment Services is pleased to announce the expansion of their home office.  This marks the second expansion in five years since moving to Fort Mill.

Image courtesy of JW Marriott Miami Turnberry Resort & Spa

Image courtesy of JW Marriott Miami Turnberry Resort & Spa

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2020 LPL PROGRAM LEADERSHIP CONFERENCE

LPL Financial's annual Program Leadership Conference was held February 5-7 at the JW Marriott Miami Turnberry Resort & Spa.