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Our Home Office Staff customizes the LPL Financial experience for you by keeping you up to speed on all of the latest tools and resources available for your business. Each experienced team member specializes in one of the following areas: onboarding, marketing, compliance, technology, accounting and business development.

Jean Elzayek

LPL General Securities Principal

(704) 816-8012

Michael Doody

LPL General Securities Principal

(704) 816-8003

Jim Liddington

LPL General Securities Principal

(704) 816-8016

Lindsey Bessant

LPL General Securities Principal

(704) 816-8021

Tanya Beshears

    Sr. Marketing Account Manager

(704) 816-8010

Joseph Napolitano

LPL General Securities Principal

(704) 816-8028

Jenny Franchi

Marketing Account Manager

(704) 816-8023

Jonathan Kaplan

Marketing Coordinator

(704) 816-8019

 Meleakia Spearing

            Advisor Support Specialist            & Training Consultant

(704) 816-8007

Lynn Nations

Operations Coordinator

(704) 816-8001

Katie Mills

Human Resources Manager

(704) 816-8015

Brad Nelson

Sr. Commissions Analyst

(704) 816-8017

Donna Coggins

Compensation & Benefits

Accountant II

(704) 816-8026

MJ Mulligan

Director of Training

(516) 444-3214

Matt Danner

Technology Systems Manager

(704) 816-8024

Chris Freeman

Technology Systems Manager

(704) 816-8025

Susan Andre

Transition Support Specialist

(704) 816-8027

Check the background of investment professionals associated with this site on FINRA's BrokerCheck:

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