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LPL Financial offers enabling technology, comprehensive custody and clearing services, practice management programs and training, and independent research to a nationwide network of financial professionals and financial institutions.  LPL Financial is headquartered in Boston, Charlotte (Fort Mill), and San Diego.

San Diego, CA

Boston, MA

Fort Mill, SC

Our Trusted Alliance

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL Financial does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL Financial are not pressured or influenced by LPL Financial to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.  For more information about LPL Financial, visit

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. 

Financial Resources Group Investment Services, member FINRA/SIPC, is a separate entity.

Financial Resources Group Investment Services

481 Munn Rd. E.        Suite 225        Fort Mill, SC 29715

Direct (704) 816-8000        Fax (704) 816-8200

To view our Business Continuity Plan Disclosure, please click HERE.

© Copyright 2018 Financial Resources Group Investment Services, LLC