Financial Resources Group Investment Services is a leading provider of comprehensive financial advisory services, catering to independent financial advisors, financial institutions, and cross-platform advisors. With a team of over 150 employees and more than 1,000 affiliated professionals, they offer tailored solutions to over 95 financial institutions and have a strong partnership with LPL Financial, the largest independent broker-dealer in the US. Their services include advisor development, business consulting, marketing design, compliance supervision, and technology consulting, among others.
By combining the expertise of skilled leadership with the freedom of self-employment, Financial Resources Group Investment Services empowers independent advisors to grow their businesses. They also support 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 leveraging strategic business development opportunities. Through their integration of independent advisors into institution programs, they offer increased exposure to clients and the ability to build a larger, stronger book of business.
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