Financial Resources Group

Welcome to Financial Resources Group Investment Services, a company dedicated to helping independent financial advisors, financial institution advisors, and cross platform advisors build and manage their investment services practice. We are committed to providing an array of services that enable our clients to work towards success in their financial advising journey.

Independent 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. Our marketing and business consulting teams provide the support and resources to help you grow your business. We understand the challenges of building and managing a successful independent practice, and we are here to help you every step of the way.

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. We work closely with our clients to understand their unique needs and provide tailored solutions that help them succeed.

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.

Our Team and Partners

We are proud to have a team of over 200 employees, working with over 1,300 financial professionals, nationwide. Representatives are registered through LPL Financial as their broker-dealer. LPL Financial is a Fortune 500 company and is the largest independent broker-dealer in the US, with over 20,000 financial professionals across the nation. We enhance the services offered by LPL Financial by providing our clients with a more personal, customized experience.

At Financial Resources Group Investment Services, we are dedicated to providing our clients with the support and resources they need to succeed. We understand the challenges of building and managing a successful investment services practice, and we are here to help every step of the way.