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Month: February 2023

LPL Financial Closes Acquisition of Financial Resources Group Investment Services

Written by Customer Service on . Posted in Mergers And Acquisitions.

The business comprises approximately 800 advisors and 85 financial institutions nation-wide serving approximately $40 billion of client assets SAN DIEGO, Feb. 01, 2023 (GLOBE NEWSWIRE) — 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. “We are thrilled to see our long partnership with LPL strengthen in this way,” said Bruce Miller, partner and CEO...

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