LPL Financial Reviews

Updated April 18, 2015
281 reviews filtered by
  • Any Location
  • Any Job Title
3.2
281 Reviews
Rating Trends
Recommend to a friend
Approve of CEO
LPL Financial Chairman & CEO Mark S. Casady
Mark S. Casady
136 Ratings

Pros
  • From my experience, there is great work/life balance and LPL is very accommodating for the needs of its employees (in 6 reviews)

  • 25 Cent sodas (for those who drink it) (in 5 reviews)

Cons
  • There is a lack of communication within the management team and across various groups which leads to delayed decisions (in 6 reviews)

  • Overall support from home office, technology, balance with the rest of your life (in 8 reviews)

More Pros and Cons

Employee Reviews

Sort: Popular Rating Date
  1. Strong Employer

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at LPL Financial full-time

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Great culture, people, environment, building, etc.

    Cons

    Striving to become more than the start-up mentality

    Advice to Management

    Keep on, keepin on

  2. it was a great working experience with the company.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Commission Specialist in San Diego, CA
    Former Employee - Commission Specialist in San Diego, CA

    I worked at LPL Financial

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Employees are professionals and friendly.

    Cons

    Outsourcing jobs to the impacted departments.

    Advice to Management

    I highly advice to hire employees who came from this company because the customer service is highly appreciable.

  3. Technical Support

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Technical Support Representative in Charlotte, NC
    Current Employee - Technical Support Representative in Charlotte, NC

    I have been working at LPL Financial full-time (More than a year)

    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    Pros

    Great team to work with

    Cons

    not much growth at the time

    Advice to Management

    Provide better opportunities for tenured tech reps

  4. Is this helpful? The community relies on everyone sharing – Add Anonymous Review


  5. Great starting point.

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Mutual Fund Operations in San Diego, CA
    Current Employee - Mutual Fund Operations in San Diego, CA

    I have been working at LPL Financial

    Recommends
    Positive Outlook
    Disapproves of CEO
    Recommends
    Positive Outlook
    Disapproves of CEO

    Pros

    Many different departments with a wide range of opportunities. Able to move around firm into new roles increasing knowledge and skill sets if so desired.

    Cons

    Work can be extremely monotonous. Due to the hierarchy, it seems like it would take years to advance into a decent paying role, even with advanced training and education.

    Advice to Management

    Take more of an interest of what individual departments and employees are doing day-to-day. There are likely many solutions to this monotony and definitely many opportunities to increase overall production and efficiencies.

  6. Great Company, Great Opportunity, Great People

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Document Imaging Specialist in San Diego, CA
    Former Employee - Document Imaging Specialist in San Diego, CA

    I worked at LPL Financial

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Great company culture, supportive colleagues, opportunities for growth and learning.

    Cons

    Some work becomes monotonous and important decision making can be a drawn out process.

  7. Great Work Environment

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Service Center Representative
    Current Employee - Service Center Representative

    I have been working at LPL Financial

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Plenty of opportunity. They encourage diversity and work life balance.

    Cons

    Very corporate, sometimes I do not feel like an individual.

    Advice to Management

    Take the time to actually do personal one on one reviews. When you can our reviews it makes it seem like you don't care or don't know what we are doing. Trust me, my review was canned. It talked about the team and hardly referrenced what I've done as an individual. It also recommended that I obtain my license. Well, I've had my license well before I ever started at LPL. These small details tell me you really didn't review ME. Thanks.

  8. Helpful (4)

    Short Term Goals Hurting Morale

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at LPL Financial full-time (More than 5 years)

    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO
    Doesn't Recommend
    Neutral Outlook
    Disapproves of CEO

    Pros

    Great teamwork, lots of potential for learning new skills, and life-long friends.

    Cons

    Upper management is completely clueless as to what it takes to properly run the infrastructure of this company. Wondering why workstations are out of compliance for Windows patching a few months after they outsourced a good chunk of the IT department is just one example of how clueless they really are.

    Advice to Management

    Outsourcing American jobs is never the answer to raise your stock price in the long run. If you were dissatisfied with the results you were getting, fire the poor performers and higher better employees. Don't lay off an entire IT department to bump up your stock price so upper management can make even more money while the workers just get stepped on..

  9. Love it here

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee

    I have been working at LPL Financial full-time (More than 8 years)

    Recommends
    Positive Outlook
    Approves of CEO
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Lots of potential to work remote. More depts are opening up to this and it's great.

    Cons

    Benefits are a little expensive and not as comprehensive

    Advice to Management

    More employee ownership through stock gifts or options. Long-term incentives to stay and see the company do well goes a long way

  10. IT Support Client Services

    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee

    I worked at LPL Financial

    Pros

    Close to home good working environment

    Cons

    1/2 hour lunch long day

  11. Operation specialist

    • Comp & Benefits
    • Work/Life Balance
    • Senior Management
    • Culture & Values
    • Career Opportunities
    Current Employee - Operation Specialist in Rockville, MD
    Current Employee - Operation Specialist in Rockville, MD

    I have been working at LPL Financial

    Doesn't Recommend
    Negative Outlook
    No opinion of CEO
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    Pros

    good opportunity for new graduate to start by learning a lot of new knowledge

    Cons

    compensation is not hire.

Work at LPL Financial? Share Your Experiences

LPL Financial

 
Click to Rate
or

Your response will be removed from the review – this cannot be undone.