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April 25, 2020 at 11:22 AM
Financial Resources Group and Gladstone Wealth Group are combining forces, creating the largest firm affiliated with LPL Financial’s corporate registered investment advisor.
After May 15, the new entity — Gladstone Financial Resources Group — is expected to include 670 advisors and 155 employees working with $24 billion in brokerage and advisory assets, as well as $141 million in yearly revenue.
As part of the deal, Financial Resources Group — which works with some 80 financial institutions and 620 advisors nationwide — will oversee and support Gladstone’s corporate LPL advisors with consulting, marketing, training and technology services via its 33 staff members.
“We are very excited about this merger, as it enhances our ability to provide services and support to a broader depth of advisors,” said FRG President Bruce Miller, in a statement, adding that he’s worked with Gladstone Wealth for the past four years.
