LPL Financial Reviews

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3.0
Recommend to a friend
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LPL Financial Chairman and CEO Mark S. Casady
Mark S. Casady
0 Ratings

Pros
  • I also notice that if there are ever times when I need the flexibility to work from home for work-life balance reasons, it's never an issue (in 6 reviews)

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

Cons
  • lack of communication between home office and brokers (in 6 reviews)

  • Home office support needs more training (in 8 reviews)

More Pros and Cons

1 Employee Reviews

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  1. Independent Broker Dealer

    • Work/Life Balance
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Financial Advisor in San Francisco, CA
    Current Employee - Financial Advisor in San Francisco, CA

    Pros

    Great freedom, sky is the limit for self starters, great analytical tools are your finger tips. Great service when you call into the analytcs department

    Cons

    Trading system is not streamlined or efficient, poor data mining capabilities, no client data base, compliance department is too powerful, might go public soon

    Advice to Management

    Do not go public, integrate data-mining and client database systems, include more alternative investment platforms, improve standard website for its advisors.



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