Donna Coggins's Contact Details

Donna Coggins's Company Details

Financial Resources Group

Fort Mill, SC, US • 250 - 499 Employees
Financial Services

Financial Resources Group Investment Services is comprised of a dedicated team of professionals focused on growing investment services practices for more than 70 financial institutions and 450 independent advisors, nationwide. Representatives are registered through LPL Financial as their broker-dealer. LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We enhance the services offered by LPL Financial by providing our clients with a more personal, customized experience.Our industry experience of over 30 years enables us to fully understand our customers' cultures, challenges, and opportunities. With over $19.3 billion in assets under management, we tailor our services for advisors utilizing our dynamic team of professionals in the following areas:• Business Consulting & Sales Leadership - Develops effective ways to manage businesses, attract new relationships, strengthen existing relationships, attract/retain top talent, and remain competitive in the marketplace• Business Development & Recruiting - Helps advisors through the due diligence process, allowing them to make the best-informed decisions to grow their businesses• Commissions & Accounting - Ensures advisors have a clear understanding of commissions structures and learns about their reporting needs while developing customized reports to meet those needs• Compliance & Supervision - Protects advisors, their clients and the firm from risk by following all federal, state and FINRA rules and regulations in addition to all LPL Financial policies and procedures• Marketing & Design - Provides professional marketing support to help advisors effectively promote their investment services programs which include, but are not limited to logo and brand development, campaign planning, stationery, and collateral customization, website design etc.• Onboarding & Integration - Coordinates with LPL Financial to ensure that the transition process is as smooth as possible for advisors• Technology Consulting - Troubleshoots any issues that may arise keeping advisors efficient and focused on growing their practicesSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, member SIPC [www.SIPC.org]. Financial Resources Group Investment Services is a separate entity.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.financialresourcesgroup.net.