What departments does Financial Resources Group Investment Services, LLC have?

Financial Resources Group Investment Services, LLC has employees across 9 departments including Finance, Consultant, Human Resources, Business, Business Development.

How has Financial Resources Group Investment Services, LLC's team size changed over time?

Financial Resources Group Investment Services, LLC's team has decreased from approximately 48 to 39 employees based on available data.

Financial Resources Group Investment Services, LLC Employee Directory

Q: What is the largest department at Financial Resources Group Investment Services, LLC?

The largest department at Financial Resources Group Investment Services, LLC is Business with 5 employees.

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.

Financial Resources Group Investment Services, LLC Global Highlights

North America
104

United States Of America
102
Canada
2

Asia
8

India
8

Europe
5

United Kingdom Of Great Britain And Northern Ireland
3
Ireland
1
Finland
1

Africa
2

Ghana
1
Nigeria
1

Oceania
1

Australia
1

Financial Resources Group Investment Services, LLC's Leadership

D. R.
Chief Compliance Officer
Mobile Phone
Email
D. J.
Chief Compliance Officer
Mobile Phone
Email
S. G.
Chief Compliance Officer
Mobile Phone
Email
S. M.
Chief Compliance Officer
Mobile Phone
Email
D. A.
President/ Ceo
Mobile Phone
Email
S. L.
President
Mobile Phone
Email
A. M.
Founder & Principal Consultant
Mobile Phone
Email
M. T.
Founder And Managing Director
Mobile Phone
Email

Financial Resources Group Investment Services, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Recruiting
Sales
Other
Accounting
Consultant
Education

Contact profiles from Financial Resources Group Investment Services, LLC

Name

Title

Contact Info

Location

Last Update

T. B.
Marketing Project Manager And Graphic Designer
Mobile Phone
Email
United StatesSouth Carolina
Oct 16, 2024
T. B.
Senior Marketing Account Manager
Mobile Phone
Email
United StatesNorth Carolina
Jun 08, 2026
E. C.
Manager - Risk And Compliance Services
Mobile Phone
Email
Oct 16, 2025
L. C.
Senior Recruiter
Mobile Phone
Email
United StatesNorth Carolina
Mar 11, 2026
S. P. L.
Sr. Recruiter
Mobile Phone
Email
Jun 25, 2026
W. W.
Lpl General Securities Principal
Mobile Phone
Email
United StatesNorth Carolina
Jun 25, 2026
J. F.
Senior Accountant
Mobile Phone
Email
Nov 14, 2025
J. N.
Lpl General Securities Principal
Mobile Phone
Email
Nov 07, 2025
L. B.
Lpl General Securities Principal
Mobile Phone
Email
United StatesNorth Carolina
Oct 16, 2024
R. N.
Principal
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Financial Resources Group Investment Services, LLC known for?

Financial Resources Group Investment Services, LLC was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 360 Kingsley Park Drive Suite 100 Fort Mill, South Carolina 29715 United States; you can contact the main corporate office by phone at

+1-704-816-****

. Explore Financial Resources Group Investment Services, LLC's company overview page for more information.

What is Financial Resources Group Investment Services, LLC's most common email format?

Financial Resources Group Investment Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Resources Group Investment Services, LLC email formats with LeadIQ.

How many employees does Financial Resources Group Investment Services, LLC have currently?

Financial Resources Group Investment Services, LLC has approximately 37 employees as of June 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are Financial Resources Group Investment Services, LLC's key employees and leadership?

As of June 2026, Financial Resources Group Investment Services, LLC's key employees include:

Chief Compliance Officer: D. R.
Chief Compliance Officer: D. J.
Chief Compliance Officer: S. G.
Chief Compliance Officer: S. M.
President/ Ceo: D. A.

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Financial Resources Group Investment Services, LLC Employee Directory

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