2010 - Present
HISTORY OF
Financial Resources Group Investment Services
2010
The Forming Era
2010 - 2014
Birth of FRG, early foundational hires, and first institutional partners
The Growing Era
2015 - 2018
Expansion of services, advisor growth, and marketing innovation
The Thriving Era
2019 - 2024
Major tech initiatives, premier services, and national footprint
20 25
The Stronger, Better Era
2025 - Present
Integration with LPL, future-facing transformation, and shared values
www.financialresourcesgroup.net
The Thriving Era
2019 - 2024
2019 👥 FRGIS expands Compliance & Business Consulting teams 🚀 FRGIS adds HR dept.
2020✨ FRGIS becomes LPL’s largest enterprise by revenue and assets on LPL’s corp RIA platform 🤝Gladstone Wealth Management partners with FRGIS
2021👥 Bruce Miller becomes CEO and Stephen Lank is named President of FRGIS👥 FRGIS expands Marketing services 👥 FRGIS expands Compliance & Business Consulting teams
2022🏢 FRGIS moves to its current office ✨Bruce Miller named one of Charlotte’s most admired CEOs by the Charlotte Business Journal ✨ FRGIS becomes LPL’s largest enterprise* 🚀FRGIS adds Virtual Resources 👥 FRGIS adds a Commissions Specialist and expands Recruiting services 🤝 Announced LPL acquisition of FRGIS
2023🏢 FRGIS acquires ProEast Asset Mgt. and associated firms 🤝 LPL acquisition closing announced 🚀 FRGIS adds M&A services and develops Succession Planning models 🚀 FRGIS adds Onboarding Team 👥FRGIS expands Compliance team
2024✨ FRGIS client assets exceed $60 billion🚀FRGIS adds a elevated level of HR support to its services 👥FRGIS adds COO & Data Ops Mgr
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances
The Forming Era
2010 - 2014
2010 🚀 FRG opens for business in August 2010 with three initial internal departments: Compliance, Ops, and Accounting & Commissions
2011 🚀 FRG adds Business Development to list of available services👥FRG adds an additional Compliance Principal to the team
2012🏢 FRG moves to a larger office space👥FRGIS expands Business Development 🚀 Creates a Business Consulting department
2013 👥 FRG expands Compliance team
2014🏢 FRGIS is formed in preparation for FINRA membership 🚀 FRG adds Onboarding Support to list of available services
🚀 FRG adds IT services to available services
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances
The Growing Era
2015-2018
2015🏢 FRGIS relocates to Fort Mill, SC ✨ Recognition: FINRA membership is granted for FRGIS 👥 FRGIS adds a Controller to the team
2016🚀 FRGIS adds skilled HR resources to its services
2018🤝 LPL NPH Conversion (FRG onboarded 10 FI partners for this acquisition)🚀 FRGIS develops its Recruiting division 🚀 FRGIS develops its Accounting department 👥 FRGIS expands Marketing services 👥 FRGIS expands IT services 🚀 FRGIS develops Training department
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances
The Stronger, Better Era
2025 - Present
🚀 FRGIS adds Event Services 👥 FRGIS expands Marketing services 👥 FRGIS expands Virtual Resources 👥 FRGIS expands and develops Business Development & Recruiting ✨ FRGIS client assets exceed $70 billion 🤝 Completion of LPL integration
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances
History of FRG
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Created on August 22, 2025
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Transcript
2010 - Present
HISTORY OF
Financial Resources Group Investment Services
2010
The Forming Era
2010 - 2014
Birth of FRG, early foundational hires, and first institutional partners
The Growing Era
2015 - 2018
Expansion of services, advisor growth, and marketing innovation
The Thriving Era
2019 - 2024
Major tech initiatives, premier services, and national footprint
20 25
The Stronger, Better Era
2025 - Present
Integration with LPL, future-facing transformation, and shared values
www.financialresourcesgroup.net
The Thriving Era
2019 - 2024
2019 👥 FRGIS expands Compliance & Business Consulting teams 🚀 FRGIS adds HR dept.
2020✨ FRGIS becomes LPL’s largest enterprise by revenue and assets on LPL’s corp RIA platform 🤝Gladstone Wealth Management partners with FRGIS
2021👥 Bruce Miller becomes CEO and Stephen Lank is named President of FRGIS👥 FRGIS expands Marketing services 👥 FRGIS expands Compliance & Business Consulting teams
2022🏢 FRGIS moves to its current office ✨Bruce Miller named one of Charlotte’s most admired CEOs by the Charlotte Business Journal ✨ FRGIS becomes LPL’s largest enterprise* 🚀FRGIS adds Virtual Resources 👥 FRGIS adds a Commissions Specialist and expands Recruiting services 🤝 Announced LPL acquisition of FRGIS
2023🏢 FRGIS acquires ProEast Asset Mgt. and associated firms 🤝 LPL acquisition closing announced 🚀 FRGIS adds M&A services and develops Succession Planning models 🚀 FRGIS adds Onboarding Team 👥FRGIS expands Compliance team
2024✨ FRGIS client assets exceed $60 billion🚀FRGIS adds a elevated level of HR support to its services 👥FRGIS adds COO & Data Ops Mgr
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances
The Forming Era
2010 - 2014
2010 🚀 FRG opens for business in August 2010 with three initial internal departments: Compliance, Ops, and Accounting & Commissions
2011 🚀 FRG adds Business Development to list of available services👥FRG adds an additional Compliance Principal to the team
2012🏢 FRG moves to a larger office space👥FRGIS expands Business Development 🚀 Creates a Business Consulting department
2013 👥 FRG expands Compliance team
2014🏢 FRGIS is formed in preparation for FINRA membership 🚀 FRG adds Onboarding Support to list of available services 🚀 FRG adds IT services to available services
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances
The Growing Era
2015-2018
2015🏢 FRGIS relocates to Fort Mill, SC ✨ Recognition: FINRA membership is granted for FRGIS 👥 FRGIS adds a Controller to the team
2016🚀 FRGIS adds skilled HR resources to its services
2018🤝 LPL NPH Conversion (FRG onboarded 10 FI partners for this acquisition)🚀 FRGIS develops its Recruiting division 🚀 FRGIS develops its Accounting department 👥 FRGIS expands Marketing services 👥 FRGIS expands IT services 🚀 FRGIS develops Training department
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances
The Stronger, Better Era
2025 - Present
🚀 FRGIS adds Event Services 👥 FRGIS expands Marketing services 👥 FRGIS expands Virtual Resources 👥 FRGIS expands and develops Business Development & Recruiting ✨ FRGIS client assets exceed $70 billion 🤝 Completion of LPL integration
Legend🚀 Product/Service Launch👥Talent ✨ Recognition 🏢 Expansion 🤝 Strategic Alliances