Financial Resources Group Investment Services
Finance · South Carolina, United States · 51-200 Employees
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Overview
Headquarters
360 Kingsley Prk Dr Ste 100, Fort Mill, ...Phone Number
(704) 816-8000Revenue
$42.3 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Financial Resources Group Investment Services
Financial Resources Group Investment Services, founded in 2010 and headquartered in Fort Mill, South Carolina, is a business consulting firm that provides customized services to financial advisors. The company offers comprehensive support including business development, onboarding assistance, marketing support, and technology solutions to help advisors grow their programs and practices. Financial Resources Group works with financial institutions nationwide, with representatives registered through LPL Financial as their broker-dealer. The company serves both business and consumer markets, specializing in retirement planning, health insurance, dental insurance, vision insurance, and life insurance consulting services.Explore more
Financial Resources Group Investment Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$71.8M
201-500
Private
<$5M
1982
Steven LiebermanGroup of The Private Client Wealth Management, Llc President & CEO
Company Profile Activity
Activity Insights
Financial Resources Group Investment Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Financial Resources Group Investment Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Resources Group Investment Services.
Financial Resources Group Investment Services financials insights
Gather financial insights about Financial Resources Group Investment Services, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
Financial Resources Group Investment Services Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions (M&A)
Funding
Financial Resources Group Investment Services has received an SBA PPP loan for $2-5 million from Aquesta Bank.
Funding
Financial Resources Group Investment Services News & Media
FINANCIAL RESOURCES GROUP ANNOUNCES PARTNERSHIP WITH KERRIGAN GROUP AND WINONA WEALTH MANAGEMENT
FORT MILL, S.C., Sept. 6, 2023 /PRNewswire/ -- Financial Resources Group Investment Services, LLC ("Financial Resources Group") announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial ("LPL"),...Matthew Ruppe Joins Financial Resources Group as Director of Business Consulting
Ruppe to Support Growth Initiatives Throughout the South FORT MILL, S.C., May 9, 2023 /PRNewswire/ -- Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that Matthew Ruppe has become the firm's next Director of Business Consulting. Ruppe is the...Financial Resources Group Completes Strategic Merger with Professional Investors Network
LPL Financial's largest enterprise inks $2B deal in its continued expansion of services to financial professionals. FORT MILL, S.C., April 5, 2023 /PRNewswire/ -- Financial Resources Group Investment Services, LLC (Financial Resources Group) announced today that it has completed its...LPL Financial Closes Acquisition of Financial Resources Group Investment Services
The business comprises approximately 800 advisors and 85 financial institutions nation-wide serving approximately $40 billion of client assets The business comprises approximately 800 advisors and 85 financial institutions nation-wide serving approximately $40 billion of client assets
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Financial Resources Group Investment Services, founded in 2010 and headquartered in Fort Mill, South Carolina, is a business consulting firm that provides customized services to financial advisors. The company offers comprehensive support including business development, onboarding assistance, marketing support, and technology solutions to help advi... Read More
