Lpl Financial Closes Acquisition Of Financial Resources Group Investment Services
02/01/23, 9:03 PM
Location
san diego
Industry
finance
banking
lending
finance
financial services
LPL Financial Holdings Inc. (NASDAQ: LPLA) (“LPL Financial” or “LPL”) today announced the closing of its acquisition of Financial Resources Group Investment Services (“FRGIS”), an LPL branch office supporting financial institutions and advisors, headquartered in Fort Mill, South Carolina. FRGIS comprises approximately 800 advisors and 85 financial institutions nationwide, serving approximately $40 billion of advisory and brokerage assets. FRGIS will continue to operate independently within LPL, retaining its brand and leadership team.
Company Info
Location
n fm 620 building c
San Diego, California, United States
Company info
LPL Financial Holdings Inc. is a leading investment and wealth management company with a focus on supporting independent financial advisors and institutions. As a publicly traded company listed on NASDAQ (LPLA), LPL Financial offers a range of services to optimize the success of financial advisors and institutions, including capabilities, technology, and comprehensive support.