Financial Resources Group Investment Services, LLC Employee Directory
Financial ServicesSouth Carolina, United States11-50 Employees
Financial Resources Group Investment Services, LLC provides customized support to financial advisors by delivering tools, consulting, marketing, technology, and other services, with the aim of fostering long-term client relationships and practice growth. It functions as a layer of services that complements the capabilities of LPL Financial and serves financial institutions and independent advisors nationwide. Based in Fort Mill, South Carolina, FRGIS was founded in 2010 by Bruce Miller. The firm supports more than 85 financial institutions and over 1,000 financial professionals, and oversees assets under management in excess of $37 billion. Recent developments include partnerships announced in 2023 with Kerrigan Group and Winona Wealth Management, reflecting ongoing growth of its network.