Review #2042497 is a subjective opinion of poster. LPL Financial lost an advisor who had been affiliated with the firm for 16 years to Commonwealth Financial Network because Commonwealth has better service and technology for her … LPL Finacial advisors customer reviews: investment services complaints, pros/cons, IRA/brokerage account fees (Strategic Asset Management (SAM), SAM II, Optimum Market Portfolios, … I am the executor of an estate. LPL Financial was first mentioned on PissedConsumer on May 19, 2010 and since then this brand received 118 reviews.. LPL Financial ranks 392 of 1852 in Financial Services category. The algorithm is subject to change in future. The price level of this organization is high according to consumer reviews. Invested with LPL Adviser was told by Adviser how a great portfolio with him would create wealth. Nobody should have to jump though that amounts of hoops for that kind of money. LPL Financial A company's rating is calculated using a mathematical algorithm that evaluates the information in your profile. She opted to have LPL Financial portfolio split between her 6 children, approx. You cannot talk to anyone at LPL, only your advisor which in my case is the one who initiated the infraction in the first place. Every time I call I hear a different set of instructions. Unknown Type showing for all of my LPL accounts).. The Top Colleges for Financial Planning. With approximately 13,500 brokers and 6,500 offices, LPL is the country’s fourth-largest brokerage firm … Most commonly, consumers tend to contact LPL Financial to ask questions about: Account, Activation/ Cancellation. A company's rating is calculated using a mathematical algorithm that evaluates the information in your profile. Pissed Consumer © 2020 All Review #2069294 is a subjective opinion of poster. Based in Boston, Massachusetts, LPL Financial … Log in or Register to post new content in the forum. The overall rating of the company is 1.3 and consumers are mostly dissatisfied.. San Diego LPL Financial … Review #1485602 is a subjective opinion of poster. I have since switched advisors and am having a very difficult time liquidating these funds. LPL Financial has one of the largest research teams available in the independent space. Hi folks. With pretty striking candor, LPL Financial chief Dan Arnold recently acknowledged what sound like some major growing pains at the company. LPL Financial is one of the largest financial services companies in the United States. As your goals change over time, Michael will actively monitor your investments and work closely with you to formulate an individualized roadmap to help you invest, … LPL Financial Mobile, exclusively for LPL Financial advisors, is a fast, secure service that allows you to stay connected to your clients and monitor accounts from your iPhone and iPad. LPL Financial has more than $500 billion in assets under its management and has around 14,000 financial advisors. This is a multi-location business.Need to find a different location? Status: Resolved. I have been trying to resolve an issue for 6 months. I was born in Cleveland, Ohio am a lifelong resident of … All times are Eastern. I've been contemplating dealing with the company and now I'm wondering after seeing this page of complaints. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Hi folks. The algorithm parameters are: users' rating, number of resolved issues, number of company's responses etc. LPL Financial LLC Broker Misconduct But in my case it was an absolute joke. CHARLOTTE, N.C. - Jan. 27, 2020 - LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that it received a perfect score of 100 percent in the … Austin LPL Financial 13620 N FM 620 Building C, Suite 200 Austin, TX 78717 MAP Boston LPL Financial 75 State Street, 22nd Floor Boston, MA 02109 MAP Fort Mill LPL Financial 1055 LPL Way Fort Mill, SC 29715 MAP San Diego LPL Financial 4707 Executive Drive San Diego, CA 92121-3091 MAP User's recommendation: something is not right form the top to the bottom. Was sold these stocks when I was 66 years old, without any explanation or what they were, but now find out that they are not paying dividends, and I can't even cash them out! $ 10,000 and initialed 43 times and you knew what you were getting at the connecticut group ever sell them! Are high risk to other investment packages is disabled and has had some problems with and! 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