Not resolved
Billing Practices
Diversity of Products or Services
Value for money

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 that require a 4 year hands off approach. As the market began to swing, I noticed losses started to pile up. I started to question his selection of funds because they showed a very high sensitivity to the market.

Bottom line, We have been in and out of 30+ funds, all are aggressive, all but 2 are losers, including the 3 alternatives which cant be moved without penalties. Down 10+ percent, retirement time ?

Product or Service Mentioned: Lpl Financial Retirement Investment Service.

LPL Financial Cons: Losing money when my usb acct is doing well, No accountability for performance.

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