Financial Resources Group,Llc

Description

• With over 30 years of experience in assisting financial institutions and independent financial advisors create powerful partnerships to create, retain and enhance client relationships. The goal is to assist in developing a comprehensive financial services offering that drives sales, assets under management, enhancing your brand, attracting new clients and retaining existing relationships - all while effectively managing your risk. I currently serve 55 financial institutions and over 400 financial advisors and 500 insurance licensed and securities registered bankers that have over $14 billion in client assets.The branch has offices and serves the following geographic areas: New York, Connecticut, New Jersey, Maryland, Pennsylvania, Washington DC, North Carolina, Tennessee, Kentucky, Louisiana, Illinois, Indiana, Wisconsin, Michigan, Texas, Oklahoma, Arizona, and California. We bring the following resources to assist you in building your investment businessOSJ Home Office Principals 4Marketing and Transitions 3Accounting, Commissions and Technology 3Field Sales Leaders 14Administrative Staff 12Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA or SIPC, please refer to website section above.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 accurateness or completeness.For a list of states in which I am/we are registered to do business, please visit www.financialresourcesgroup.net
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  Headquarters:481 Munn Road Suite 225, Fort Mill, South Carolina, United States

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  Phone Number: +1 704-816-8000

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  Website: https://www.financialresourcesgroup.net

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  Employees:16

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  Revenue:$1 - 10M

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  Legal Name:Financial Resources Group,Llc

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• |  NAICS Code: 523930  |

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