Reviews

This profile includes reviews for LPL Financial's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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LPL Financial has 30 locations, listed below.

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  LPL Financial

  4707 Executive Dr San Diego, CA 92121-3091

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  LPL Financial

  1055 Lpl Way Fort Mill, SC 29715-8101

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  LPL Financial

  477 Main St East Sandwich, MA 02537

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  LPL Financial

  711 Capitol Way S Ste 204 Olympia, WA 98501-1267

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  LPL Financial Services

  1550 American Blvd E Minneapolis, MN 55425

Review Details

• Review fromKelly A

  Date: 11/30/2023

  1 star
  One star is the lowest available-We had been with LPL for a little over a year when we decided to move our retirement funds (IRAs) to our credit union for investment in CDs. We were prepared to sign papers and releases and thought it would take **** business days. We were amazed the process took 3x longer and told multiple stories every time we called to check on progress. Many times these calls involved lengthy hold times and were met with rude and combative employees. Because we are retired we were able to spend days on hold to chase down information and progress. We began to feel that our money was tied up and that we may need to hire a professional assistant to release our funds back to us. This lengthy and exhaustive process was unlike any other transaction we've experienced in the past with other firms. It took a couple of days to transfer funds IN but took weeks to transfer out.If you are considering working with LPL PROCEED WITH CAUTION. Our financial advisor did make money but we did not especially given the days chasing down ours...INVESTORS BEWARE

• Review fromCraig h

  Date: 11/03/2023

  1 star
  Run as fast and far away as you can. They inept!

• Review fromCynthia C

  Date: 10/05/2023

  1 star
  C.C. was extremely rude not willing to answer questions. When it come to your money especially retirement you want to know it safe and be confident youre doing the right thing not being take advantage of. This man only wants commission. When too many questions are asked he said stop waisting his time. DO NOT INVEST IN THIS COMPANY!!!! LPL FINACIAL IS A SCAM The people are not qualified or real trained brokers

• Review fromHANNA A

  Date: 08/22/2023

  1 star
  Signed up for LPL Financial through M&T bank in ********. Opened 2 accounts. 1 for each of my sons. After 10 years, it lost money from the start! My husband has been trying to close the accounts for 4 weeks. Finally, a person answered the phone and we were able to make a phone appointment to cancel the accounts. We were then told, you had to OPEN a new account to move the money into, in order to close the 2 accounts. THEN, we were told in order to close the new account, there was a fee of $160 for each child. After luckily only investing 1k for each child, (2k total), we came home with $1500, therefore, we lost 25% of our money. M&T bank was also of no support in helping with these transactions. They should not promote this company as they will start to lose business also. I am very disappointed in LPL.

• Review fromFelicia H

  Date: 08/03/2023

  1 star
  We are having a problem with our fathers personal trust account. He opened the account 3/14/2008 with the mission valley firm, There has been one person that has managed the accounts for our father until last week. Our father is now deceased and we have been going over his account and had requested from the agent to provide us with how our fathers account was funded.All of sudden he has sent an email he is removing himself from the account, stating it is a business decision. That is a very generic political response. We even asked a second time, what had occurred for this decision to be made, as we were shocked and had not been in contact with his office for a very long time. Same political stance, its a business decision, which tells us nothing. In speaking with others in the industry, they also concur that the agent is very unprofessional with how he has handled this account. It is very interesting that the agent has another account in his office that is a joint trust account with our father and his wife. He has not removed himself from this account. Why? You'd think all accounts would be moved not just one account. In the past the agent has not been happy with our family asking questions regarding the accounts he has held. It appears he gets offended and does not like to be asked questions or to be challenged with questions we have or maybe something is being hidden? .This is very disturbing and unprofessional for him to have referred us to the corporate office to take care of the account going forward. Once we asked for information on our dads separate trust account, he decided to remove himself. He needs to remove himself from the joint account also. We have asked to close the account and since the account was moved we now have to complete a 6 page form and it appears will take about 3-4 weeks for the funds to be released, when the agent could have taken care of this for us. So unprofessional.

• Review fromStephen B

  Date: 04/24/2023

  1 star
  The only reason I gave this company one star is because a negative 5 stars wasn't available. What a nightmare! The big stall is still firmly in place. I've been trying to move money from my father's estate for three weeks with no end in sight. The "quality control" officer won't respond to my concerns.

• Review fromPatricia F

  Date: 01/09/2023

  1 star
  LPL agents all give different instructions and you end up spending months trying to satisfy their changing requirements to get your money. Fill out this paperwork and get it notarized then fax. Wrong form. Start over. Wrong fax this time. By the time they acknowledge they received paperwork, market has fluctuated and you lose $10,000. Meanwhile, they are charging "management fees". ***************** companies do not like working with them.

• Review fromRAYMOND R

  Date: 12/20/2022

  1 star
  ******** Sent in documents showing power of attorney for my sister's account weeks ago and cannot get past the big stall. **************** is terrible; takes your phone number, tells you that the problem will be resolved very soon and then stops all contact with you. I don't understand that a company like this can stay in business; first chance I get I will cash out and pull the account although I probably need an attorney. Go somewhere else for financial advise and purchases; there is a lot of companies doing what these people do but without the aggravation.

• Review fromDC G

  Date: 11/30/2022

  1 star
  If I could give a worse rating I would! After reading all the reviews it has validated my feelings and suspicions about this company. Making my 5 month ordeal trying to do a direct transfer even worse and getting the run around they sent a letter with a phone number to contact for help and I got a recording sounding like a real person wanting to pitch a medical alert offer seriously unreal the scam this company is running. You should run away from getting involved with with this company !!! Theres a reason they are not accredited !

• Review fromHeidi V.

  Date: 09/29/2022

  1 star
  Long and short. Advisors for this company are liars. The customer service for this company liars. I have received just in the past 24 hours about 10 different lies. From this company. I wanted my money out of the firm that had it before for personal reasons. A couple people had made recommendations of an advisor. I am very sorry I listened to them. Now my money is being held hostage. With no outcome yet. Trying to use my cash value to buy a vehicle.