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Choose a protected page to view its resources. If you do not know the necessary passwords, please contact marketing@lplatfrg.com.
We have developed solid transition processes. Each transition can be customized to meet the needs of your business while integrating the benefits of LPL resources. Our Onboarding & Integration team’s main focus is to provide you with concierge service to offer you with a smoother, more seamless transition.
Our support team works diligently with you to transition your book of business in a timely and efficient manner. A few of the ways we proudlysupport you with your transition:
We work diligently with other departments to ensure you remain on track for your live date and receive the necessary trainings. A few of the ways we proudlysupport you with onboarding:
Financial Resources Group Investment Services
360 Kingsley Park Dr. | Suite 100 | Fort Mill, SC 29715
Direct (704) 816-8000