Toni Dunlap

Relationship Specialist

Toni is a Virtual Relationship Specialist at Financial Resources Group, a wholly owned subsidiary of LPL Financial. Toni comes with over 15 years of experience in the investment services industry. She holds her FINRA Series 7 and 63 securities registrations. She is dedicated to managing and guiding a seamless client experience. She provides support for various account maintenance operations and assistance with Account View, Wealthvision, and eSignature. 

Toni currently lives in South Carolina with her three fur babies; Piper, Babi, and Messiah. In her free time, she enjoys traveling with friends and family and visiting amusement parks. She also proudly served in the United States Air Force.


Professional Licenses and Registrations held with LPL Financial:

Series 7 - General Securities Representative, allowing her to sell securities
Series 63 - Uniform Securities Agent, allowing her to transact business in the states she is registered.

Phone 704.816.8024