Directory

>

Stephen Lank

avatar

Stephen Lank

President | Financial Resources Group Investment Services, LLC

Huntersville, North Carolina, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Stephen Lank

Work Experience

company logo

President at

Financial Resources Group Investment Services, LLC

May 2021 - Present

company logo

Chief Operating Officer at

Axa Advisors

July 2018 - May 2021

company logo

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

Logos provided by Logo.dev

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

mail

************@lpl.com

**********@financialresourcesgroup.net

Colleagues

avatar
Bruce Miller

Chief Executive Officer

avatar
David Rich

Chief Compliance Officer

View Contact details (it's free)
Request Profile Removal