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Stephen Lank
Stephen Lank
President | Financial Resources Group Investment Services, LLC
Huntersville, North Carolina, United States
Stephen Lank
Summary
Stephen Lank is a seasoned executive with over 25 years of experience in the financial services sector, currently serving as the President of Financial Resources Group Investment Services, LLC. His extensive background includes leadership roles at LPL Financial, where he oversaw operations and sales support, significantly enhancing client services and operational efficiency. Stephen has a proven track record in developing comprehensive financial service offerings that help advisors and institutions build profitable client relationships. He is passionate about mentoring and community involvement, exemplified by his role as an executive sponsor for Big Brothers Big Sisters of Greater Charlotte. With a Bachelor of Science in Business Management from Keene State College and ongoing education at The Wharton School, he is well-equipped to navigate the complexities of the financial landscape. Stephen's expertise spans alternative investments, securities regulation, and wealth management, making him a valuable asset in any financial organization.
Stephen Lank
Work Experience
President at
Financial Resources Group Investment Services, LLC
May 2021 - Present
Chief Operating Officer at
Axa Advisors
July 2018 - May 2021
Executive Vice President, National Sales And Consulting at
LPL FINANCIAL
April 2017 - June 2018
Senior Manager, Broker Dealer Services at
Jefferson Pilot Financial
July 1999 - August 2005
Stephen Lank
Education
Keene State College, Bachelor Of Science (B.S.)
Frequently Asked Questions about Stephen Lank
What is Stephen Lank email address?
Stephen Lank's primary email address is ************@lpl.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Stephen Lank work for?
Stephen Lank is a President at Financial Resources Group Investment Services, LLC, a company specializing in Functions related to depository banking.
Where Stephen Lank graduated from?
Stephen Lank holds a degree in Business Administration And Management, General from Keene State College.
How can I directly contact Stephen Lank?
To contact Stephen Lank directly, you can use the email address ************@lpl.com. Complete contact information is available upon registration with Muraena.
Who is Stephen Lank?
Stephen Lank is a seasoned executive with over 25 years of experience in the financial services sector, currently serving as the President of Financial Resources Group Investment Services, LLC. His extensive background includes leadership roles at LPL Financial, where he oversaw operations and sales support, significantly enhancing client services and operational efficiency. Stephen has a proven track record in developing comprehensive financial service offerings that help advisors and institutions build profitable client relationships. He is passionate about mentoring and community involvement, exemplified by his role as an executive sponsor for Big Brothers Big Sisters of Greater Charlotte. With a Bachelor of Science in Business Management from Keene State College and ongoing education at The Wharton School, he is well-equipped to navigate the complexities of the financial landscape. Stephen's expertise spans alternative investments, securities regulation, and wealth management, making him a valuable asset in any financial organization.
Stephen`s contact details
************@lpl.com
**********@financialresourcesgroup.net
Colleagues
Chief Executive Officer
Chief Compliance Officer