Product: Lpl Financial Financial Advisor Clear all filters (0 of 6 reviews match)
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Invested 16k in an ira. I initially wanted just a basic Index Fund. He used a Salesman Spiel 2 convince me to let him invest . Result: if I had put it in the index I wanted, I would have had 25000+ . Instead I now have 14000--a loss during four years when the market...
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1.4
Product
Lpl Financial Financial Advisor
#1409481
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My father in law was foolish enough to move all his assets to LPL in his later years. Every account was set up to transfer on death, and his four children were named as beneficiaries. It has been five weeks, and EVERY.SINGLE.DAY. they have come up with a different...
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Anonymous
kitty23

call 1.800.877.7210 dial o for operator and ask fir customer service. tell them you want another rep...its that simple...you cannot blame an entire company for the faults of 1...

Anonymous
Joseph Ford

LPL was our primary financial services company, until we discovered that they had suspended service on our account because our broker had left them. Routine transactions simpl...

1.7
Product
Lpl Financial Financial Advisor
#1241087
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I thought mine was a unique experience but after reading other reviews here, clearly it was not.When I wanted to transfer funds to another firm in order to consolidate my retirement accounts, I was met with an obnoxious and condescending response from my advisor....
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1.0
Product
Lpl Financial Financial Advisor
I didn't like
  • Being dismissed and ignored
#1205955
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For six weeks I have been trying to transfer assets from my late mother's LPL account to her heirs.I have talked to 11 different people and submitted 6 different notarized forms and still have not completed the process. Her LPL agent in Portland -- Tom Berry -- refused...
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Anonymous
Unhappy client

I've been trying for two weeks to transfer my IRA back to my employer sponsored plan (from where it was originally before I was coerced into putting it with an advisor at LPL....

Product
Lpl Financial Financial Advisor
#1144260
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My LPL Financial Advisor, who turned out to be a clever sales-men scammer, lost me $50K in my IRA in less than a year while all along he was making thousands. He advised me to take higher risk than was needed being I was already retired. I was able to pull out most of...
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2.5
Product
Lpl Financial Financial Advisor
I liked
  • Monthly reports are good
I didn't like
  • Advisor qualifications
#1092790
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My financial "advisor" is utterly detached from anything that might seem like proactive financial support - taking the form of intelligent advise as a means to enhance my position.That simply "ain't happenin"....No point in belaboring the topic here either, but one...
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1.2
Product
Lpl Financial Financial Advisor
#996403
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