WHO WE SERVE
Financial Resources Group Investment Services serves independent financial advisors and financial institutions who are registered through LPL Financial as their broker-dealer. Our experience enables us to fully understand our customers' cultures, challenges and opportunities. We specialize in pairing our 30 years of industry experience with your unique strengths, creating a powerful partnership that maximizes your potential to build, retain, and enhance customer relationships.
Independent Financial Advisors
Financial professionals who are working to create and manage their own practice are nurtured by the freedom of self-employment and the support and guidance of skilled leadership. The marketing and business consulting teams at Financial Resources Group Investment Services further aid the independent advisor by providing the support and resources to help you grow your business.
Financial Institution Advisors
Financial Resources Group Investment Services supports advisors and program managers at community and regional banks and credit unions by providing program and practice management consulting, creating efficiencies in the business process, and using strategic business development opportunities to grow the businesses.
Cross Platform Advisors
By combining the philosophies behind independent advisor services and program services, Financial Resources Group Investment Services has been able to successfully integrate independent advisors into institution programs. This integration benefits both the advisor and the program with increased exposure to clients and the ability to build a larger, stronger book of business.