Business Card Design


Growth doesn’t just happen; you have to plan for it. A strong marketing presence should be an integral part of any successful investment services program. Your defined brand combined with a strategic marketing plan supported by targeted messaging can set you apart from your competition. Marketing your practice can help to ensure your services and products are not kept as a secret from your client base and allow you greater control over the growth of your business. Our goal is to provide you with a variety of marketing services and resources to help you promote yourself to your clients and prospects within the community.

Enhancing Your Brand

Leveraging the strong foundation of marketing knowledge and resources that LPL Financial offers, Financial Resources Group Investment Services provides professional marketing support to help you effectively promote your investment services program.  We are here to help you with all aspects of the process from developing your brand, to the customization of collateral, followed by submission to LPL Financial Marketing Regulatory Review. Our value added services include, but are not limited to:

  • Logo design & brand development

  • Stationery (business cards, letterheads, envelopes etc.)

  • Collateral creation & customization

  • Campaign planning development & execution

  • Website design and e-marketing strategies

  • Multichannel marketing

  • Compliance submission & tracking

  • Project management & coordination with production vendors

Brand Development
Website Development
Take Ones
Initial Client Communications
Marketing Plan
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The Marketing Team

Tanya Beshears

Senior Marketing Account Manager

Jenny Franchi

Marketing Account Manager

Jonathan Kaplan

Marketing Coordinator

"Tanya was a tremendous help in designing our logo and developing materials that helped launch our practice when we joined LPL. She continues to be a great resource as we explore new ideas."

                                                                                   -Steve Swanson, Atlas Wealth Management

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