LPL Financial Reviews in San Francisco, CA | Glassdoor

LPL Financial San Francisco Reviews

2 reviews

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San Francisco, CA

4.5
StarStarStarStarStar
Recommend to a friend
Approve of CEO
LPL Financial CEO Dan Arnold
Dan Arnold
0 Ratings

2 Employee Reviews

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Pros
  • Structured, professional, great work/life balance (in 24 reviews)

  • Great clean new building located in UTC San Diego Area (in 19 reviews)

Cons
  • Drive home takes forever but its San Diego so what do you expect (in 16 reviews)

  • Even Upper Management gets disgusted with the way this area is run (in 14 reviews)

More Pros and Cons

  1. Helpful (1)

    "Branch Manager, Series 24, series 7, series 63"

    StarStarStarStarStar
    Former Employee - Branch Manager in San Francisco, CA
    Former Employee - Branch Manager in San Francisco, CA
    Recommends
    Positive Outlook
    Approves of CEO

    Pros

    Life style, performance based compensation. There were many opportunties to increase your income, adjust your clientele. As an example, you could just work for folks that you were comfortable with, be it top executives, or lower income folks.

    Cons

    Grew rapidly from 300-400 Registered Representatives to 16000 offices when I sold my practice. In financial services, this a mixed blessing.

    Advice to Management

    I am not privy to the data and they are a massive company at this time.


  2. "Independent Broker Dealer"

    StarStarStarStarStar
    • 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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