Financial Resources Group Investment Services Email Formats
Financial Services • 
Fort Mill, South Carolina, United States • 51-100 Employees
Financial Resources Group Investment Services Email Formats
Financial Resources Group Investment Services uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@lplfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@lplfinancial.com | 100% |
Key Contacts at Financial Resources Group Investment Services
Adam Rean Bohlen
Managing Director Of Business Consulting - Dual Institution Programs & Independent Advisors
Jonathan Rodriguez
Director Of Business Consulting
Mj Mulligan
Director Of Training - Advisor & Institution Training
Kristen Vitale
Director Of Business Consulting
Tricia K. Hutchinson
Director Of Human Resources
Casey Hall
Director Of Business Consulting
Mark Stieve
Managing Director - Business Development & Consulting
Karl Williams
Director Of Business Consulting
Gloria Dubose
Director Of Mergers, Acquisitions, And Practice Succession Maps
Katie Dayton
Director Of Marketing, Institution Services
Company overview
| Headquarters | 360 Kingsley Park Dr, Suite 100, Fort Mill, South Carolina 29715, US |
| Phone number | +17048168000 |
| Website | |
| NAICS | 52 |
| SIC | 872 |
| Founded | 2010 |
| Employees | 51-100 |
| Socials |
About Financial Resources Group Investment Services
Our goal at Financial Resources Group Investment Services is to provide our financial advisors with customized tools and resources to create long-term, prosperous relationships with their clients, resulting in business growth. We are a layer of services in addition to what is available through LPL Financial. We provide a personal, customized experience in business consulting, marketing, technology, and other services. After being founded by Bruce Miller in 2010 with the mission to support employee advisors on the LPL Financial platform, Financial Resources Group quickly made a name for itself with $6.6 billion in AUM and 20 financial institution partners after their first year. Today, with more than $37 billion in AUM and over $211 million in revenue, the company now supports over 85 financial institutions and over 1,000 financial professionals nationwide and is LPL Financial's largest enterprise*. Financial Resources Group Investment Services’ leadership team has nearly 280 years combined experience in the industry. Our Home Office Staff customizes the LPL Financial experience for you by keeping you up to speed on all of the latest tools and resources available for your business. Each experienced team member specializes in one of the following areas: onboarding, marketing, compliance, technology, accounting and business development. * Based on assets (brokerage and advisory), total revenue and affiliated professionals as of December 2021. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member SIPC [www.SIPC.org]. Financial Resources Group Investment Services is a separate entity. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.financialresourcesgroup.net.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Financial Resources Group Investment Services has 30 employees across 9 departments.
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Number of employees
Funding Data
Financial Resources Group Investment Services has never raised funding before.
Financial Resources Group Investment Services Tech Stack
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