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After investing with LPL several years ago, the junkmail started rolling in. My mailbox was blowing up with prospectus mailers, investment information, proxy voting stuff, on and on. Despite repeated calls to the company to go paperless, it does not slow down, and the...
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Anonymous
Unknown

You need to tell your advisor that he has to send you an EP and F591 form for your accounts. Only then can your prospectuses and corporate communication become paperless. The ...

Anonymous
Anonymous

I am an x LPL advisor so there is no skin the game for me. Your account paperwork can become electronic and I'd be surprised if it wasn't. All the paper that you mentioned are...

1.0
I didn't like
  • No customer service
#852971
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I brought my rollover IRA to LPL in October. I understood that I would begin a monthly income based on interest only but to date My Principal is down $7000. I'm even more disturbed when I read the complaints from other account holders as well as the lawsuits. The only...
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Anonymous
Anonymous

Hello Marion I am considering going with this company. I would really like to speak with You.

1.6
#841524
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We invested with the company 18 months ago. I specifically asked for a more conservative 5 to 6% investment strategy because this is my savings for retirement in 4 years. My agent selected a portfolio of funds that seemed pretty stable and 3 alternative investments...
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1.0
I didn't like
  • Losing money when my usb acct is doing well
  • No accountability for performance
#835410
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Lpl Financial Investment Service Review

Lost $12,000 in less than a year thoroughly disgusted with the lack of regard for others money, completely incompetent staff. I do highly discourage anybody from investing with them.
Hockley, Texas
#831374
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LPL has changed....significantly. When I first started working with them, I could reach out to LPL people in Marketing, Insurance, and service and there would be talented people answering the phone and solving my issues - quickly, accurately and thoroughly. NOT so...
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#815071
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As the executor of my late fathers estate I have since Nov of 2015 to March of 2016 attempted to liquidate his accounts and have it placed into an estate account....I was required to complete 14 pages of paper work which was rejected without any explanation twice, the...
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Anonymous
Anonymous

I've had a similar experience with LPL, except at least my dad's estate is at an account that LPL accepts. What a cluster it has been.

1.7
Oakmont, Pennsylvania
I didn't like
  • Not cooperative
#814520
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Lpl Financial in Winter Garden, Florida - Horrible

run away as fast as you can. stay only if you want a good portion of your money lost and the small amount you have left will be impossible to get back. these people are scam artists. I have been trying to get what is left of my money back since Thanksgiving. It is now almost Easter. What a big mistake. Like I said run, don't walk. slam and double lock the door, pull down the shades and turn off the lights. Hide under the bed if you have to.
#812600
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Today is March 8, 2016 and I have received absolutely nothing for my taxes. Same thing last year. I moved all of my money to Schwab first of last year so luckily this is my last time to wait for LPL. Good riddance!
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Anonymous
Anonymous

I totally agree with you about not getting anything for my taxes, one fellow I spoke with says one thing, and another lady I spoke with told me " Oh yeah, they will send out ...

#805339
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After revisiting this site where I vented my story, with my financial loss, I find a good bit in common with other complaints and I believe it is due to the lack of oversight by the LPL corporate group, and of course, on their particular field agent. They need to held...
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1.0
#802918
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Lpl Financial Staff Review

One of the worst decisions we ever made with our money. Jason Holt made it sound so great. Well, it isn't. We have never done anything but lose money. We have never received a call from him to do an update or anything. Glad we didn't put all pur money there. Very disappointed in the company and in him. Once they get your money, they forget about you.
1.3
Details
Customer service
Diversity of Products or Services
Reliability
#800064
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