Financial Resources Group celebrates Steve Lank’s first anniversary as Chairman

Lank led the company to become LPL Financial’s largest company

FORT MILL, South Carolina, May 5, 2022 /PRNewswire/ — Financial Resources Group Investment Services, LLC (Financial Resources Group) today celebrates the first anniversary of steve lank as president of the company. Over the past year, under Lank’s leadership, the company has grown to over $37 billion assets and over $200 million in total revenue serving more than 1,000 affiliated professionals, making it LPL Financial’s largest company*.

“We couldn’t be happier to have Steve as chairman,” said the CEO of Financial Resource Group. Bruce Miller. “His unique yet dynamic leadership skills have been a tremendous asset to our business and directly relate to the growth we have experienced over the past year as well as reaching this monumental milestone of now being the largest company in LPL.”

Over the past year, the company has added 174 finance professionals and seven financial institution partners to its organization, where they provide personalized services to help grow the business portfolio of financial advisors that include , but not limited to: Business Development and Recruitment, Marketing, Onboarding, Technology to name a few.

In addition to growing their advisor base, Lank acknowledges two notable accomplishments over the past year, launching a new website and improving their social media presence. “We are proud to offer our customers and prospects a new look to our website that encompasses a more innovative approach to our offerings. Our existing customers now have a more user-friendly experience when navigating through the tools and resources that we exclusively provide who Additionally, we’ve exploded our social media presence by increasing it by 60%, keeping our followers up to date with the latest news and announcements,” Lank said.

The company has also hired 26 new employees since Lank’s arrival and the expansion doesn’t stop there. Due to its continued and anticipated growth, the Financial Resources Group is moving to a new office in June. “We are thrilled to move into a beautiful new state-of-the-art location to accommodate our rapid growth,” Lank said. “We look forward to having a modern environment that will also be a place to showcase our fantastic customers.”

The Financial Resources Group has also been heavily involved in supporting local organizations over the past year. During the pandemic, the company supported communities in schools in Charlotte-Mecklenburg providing assistance with the academic needs of students. Additionally, the company also supported the Big Brothers Big Sisters of Central Carolinas and participated in their “Over the Edge” event where four employees abseiled from the Hyatt House hotel downtown. Charlotte.

Chief executive officer Donna Dunlap of Big Brothers and Big Sisters of Central Carolinas expresses its gratitude for the firm’s support over the past year. “We are so grateful to steve lank and Financial Resources Group for their partnership with Big Brothers Big Sisters of Central Carolinas. Steve’s genuine care and concern for at-risk youth is evident in his exemplary efforts to help them change their path to success. His ongoing support of our mission and the children we serve allows us to positively impact the lives of the most vulnerable children in our community through one-on-one mentoring relationships. Thank you Steve and Financial Resources Group for making a difference and helping improve the lives of children. »

Looking back on the company’s successes over the past year, Lank proudly acknowledges his team who have brought the company to where it is today. “The success we have had is a direct result of the hard work and dedication of our incredible employees. Their passion for serving our financial advisors coupled with their work ethic is one of the main reasons I decided to join join this company and I could be no prouder.”

Lank is grateful to be part of the organization and is very excited about the future of the business. “Being able to work for Financial Resources Group is a dream job for me and I am honored to continue to lead the company to even greater levels,” Lank said. “We have some very exciting announcements coming up that we can’t wait to share with everyone, so stay tuned!”

About the Financial Resources Group

Situated at Fort Mill, South Carolina, Financial Resources Group is the largest business of LPL Financial*, providing personalized services to financial advisors and financial institutions to help them develop their programs and practices. Representatives are registered with LPL Financial as their broker. For more information on the Financial Resources Group, visit

About LPL Financial

LPL Financial is the largest independent broker in the country**. They serve independent financial advisors, professionals and institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to build and grow successful practices. For more information, visit

* Based on assets (brokerage and consulting), total turnover and professionals affiliated with the December 2021.

** As reported by Financial Planning magazine, June 1996-2021, based on total revenue.

Securities and advisory services offered by LPL Financial, a registered investment adviser, Member FINRA/SIPC. Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity.

Contact information:

Financial Resources Group
steve lank
[email protected]

SOURCE Financial Resources Group Investment Services

Louis R. Hancock