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LPL Financial Reviews
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Full-time Part-timeApprove of CEO
Dan Arnold
17 Ratings
Pros
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Structured, professional, great work/life balance (in 24 reviews)
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Great clean new building located in UTC San Diego Area (in 19 reviews)
Cons
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Drive home takes forever but its San Diego so what do you expect (in 16 reviews)
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Even Upper Management gets disgusted with the way this area is run (in 14 reviews)
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"Office"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
RecommendsPositive OutlookI have been working at LPL Financial full-time (More than 3 years)
Pros
Relaxed atmosphere, creative business, not dollar driven but makes money on integrity. Thinks beyond traditional broker, highly motivated owner. Great place for personal growth.
Cons
Highly regulated business, a lot of continuing education. Ever changing regulations. Market volatility and client hand holding with clients to help them understand investments.
Advice to Management
Delegate more to grow business. Owner is very hand on and like to have control of all aspect of the business and clients.
LPL Financial 2017-06-02 07:14 PDT -
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"Vanilla Corporate Gig"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
RecommendsNeutral OutlookApproves of CEOI worked at LPL Financial (More than a year)
Pros
Nothing was ever too difficult.
Internal tech wasn't the lifeblood of the operation so it was relaxed.Cons
LPL is scared of robo-advisors, and for good reason.
Advice to Management
Try and create new value in the space that isn't in your current offering.
LPL Financial 2017-05-29 14:38 PDT -
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"Not a bad place to start out"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
Neutral OutlookNo opinion of CEOI have been working at LPL Financial full-time (Less than a year)
Pros
- Friendly staff
- Very nice amenities (gym, showers, cafeteria, etc.)
- Good work/life balance
- Opportunities are available to improve processes and work projectsCons
- Compensation is low compared to industry
- Bureaucratic system makes change difficult to enact
- Limited career advancement
- Industry is stagnatingLPL Financial 2017-06-08 15:19 PDT -
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"Good Place to start your career, but dont stay too long"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
RecommendsPositive OutlookDisapproves of CEOPros
Lots of people to hang out with around your age.
Cons
Not fulfilling work and lack of flexibility with schedule.
Advice to Management
Pay more
LPL Financial 2017-05-22 00:39 PDT -
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Helpful (2)
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"LPL Review"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
Neutral OutlookNo opinion of CEOI have been working at LPL Financial full-time (More than 8 years)
Pros
Career Advancement, Culture and Amenities at the new office in SC
Cons
Lack of transparency - Sometimes they don't do a good job of answering questions
Advice to Management
N/A
LPL Financial 2017-05-16 07:12 PDT -
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"Great company"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
I worked at LPL Financial full-time (More than a year)
Pros
Structured, professional, great work/life balance
Cons
Entry level, hard to get promoted
LPL Financial 2017-05-16 16:48 PDT -
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"What you would expect"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
I worked at LPL Financial full-time (More than a year)
Pros
Pros to this company include:
- ability to work independently
- flexible hours as long as you put the required amount of time in
- good locationCons
- compensation seemed below market
- little opportunity for advancement
- only exposure was to direct managementAdvice to Management
Flatten the corporate structure to increase exposure and provide more opportunity for employees.
LPL Financial 2017-05-23 07:45 PDT -
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"AVP - Marketing Regulatory Review"
Star Star Star Star StarDoesn't RecommendNegative OutlookNo opinion of CEOI worked at LPL Financial full-time (More than 3 years)
Pros
Benefits and flexibility. I worked for a great team for the first 2 years of my time at LPL, then management changed. If you get in with a great team and managers, LPL is a great place to work.
Cons
New management of dept has no legal or chief compliance officer experience and are severely lacking in subject matter expertise required for their roles. Years of experience, in their opinion, can be taught in 2 months as they hire people who have never worked in a specialized area of compliance. It was the first time in my career that a lawyer or CCO was not my boss.
Advice to Management
Compliance Officers with legal backgrounds and years of experience in specialized areas of compliance should be managing large compliance teams.
LPL Financial 2017-06-12 08:39 PDT -
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"LPL"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
RecommendsPositive OutlookNo opinion of CEOI have been working at LPL Financial (More than 3 years)
Pros
work life balance is a pro. the employees and culture is good. the building is good and has a nice gym. ergonomic cubicles
Cons
the growth of LPL may be a con especially in San Diego. They are hiring heavily in Fort Mill and letting go of San Diego employees. Also our platforms are outdated. Pay can be better
Advice to Management
There is really good management but it depends on the management style. Look to help employees by providing coaching and advice for future opportunities. Also its a financial firm, pay for employee licenses
LPL Financial 2017-05-19 13:43 PDT -
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"Service professionals"
Star Star Star Star Star- Work/Life Balance
- Culture & Values
- Career Opportunities
- Comp & Benefits
- Senior Management
RecommendsPositive OutlookApproves of CEOI worked at LPL Financial full-time (More than a year)
Pros
Lpl Financial had really great benefits and perks. They have relocated to Fort Mill SC and the scenery and amenities in my opinion no one can compare. The training that is provided they try their best to make sure that you are well equipped. There will be situations that you have not experienced, but everyone learns something new everyday.
Cons
They have been known for their reaction time to be behind a major event or change. I feel the key would be to be more preventive which they are trying to acheive.
Advice to Management
With the training it would be best to have the team leads or service professionals break it down.
LPL Financial 2017-04-25 01:32 PDT -
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