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LPL Financial Chairman and CEO Mark S. Casady
Mark S. Casady
161 Ratings
  • 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


    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


    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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