LPL Financial Reviews in San Francisco, CA

227 Reviews
3.0
227 Reviews
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LPL Financial Chairman & CEO Mark S. Casady
Mark S. Casady
113 Ratings

Review Highlights

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 4 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 Highlights

1 Employee Reviews Back to all reviews

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  1.  

    Independent Broker Dealer

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

    I have been working at LPL Financial

    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 ManagementAdvice

    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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