10TH ANNIVERSARY CELEBRATION
Celebrating a decade of service to financial advisors 2010-2020
As Financial Resources Group Investment Services, LLC (Financial Resources Group) celebrates its 10th anniversary this month, it is time to reflect back on the many milestones during this exciting first decade.
Founded on a “commitment to serve,” the company’s vision was driven by a team of professionals with the common goal of assisting our financial professionals and financial institutions in pursuing superior results.
In the beginning, we supported the employment of financial professionals on the LPL Financial platform, but we soon expanded to include support for financial institutions, dual programs, and independent financial advisors.
The company has grown from a gross revenue of $32 million at the end of 2010 to over $145 million today and we currently manage total client assets over $24 billion. Today, Financial Resources Group is one of the largest branch offices of LPL Financial.
Fourteen of our original financial institutions and 37 original employees are still with the firm – a fact we are very proud of.
In April of 2020, Financial Resources Group added to its already significant growth with a strategic merger with Gladstone Wealth Group located in Chester NJ. This merger enhanced the company resources and the services for the independent advisor segment of the market.
The addition of the Gladstone leadership group combined with the strength of LPL Financial, Financial Resources Group is well positioned for the next 10 years.