LPL Financial

  www.lpl.com
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LPL Financial Reviews in San Francisco, CA

212 Reviews

3.2
212 Reviews
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LPL Financial Chairman & CEO Mark S. Casady
Mark S. Casady
108 Ratings

Review Highlights

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

  • It is a great place to learn the business depending on your desire and direct manager (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 7 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

    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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