Product: Lpl Financial Investment Service Clear all filters (0 of 13 reviews match)
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Just got a letter from Capital Forensics who provides "consulting" for LPL and they notified me LPL had a security breach and they would provide me with 2 yrs of membership in All Clear ID ??? What is this !!?? Sounds like a scam to me. Withdraw most of my funds and...
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3.3
Product
Lpl Financial Investment Service
I liked
  • Initial speal on making us money
  • Rep
I didn't like
  • End result
  • Back office difficult
#1404602
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Mark Lester dropped my mom when she needed jer help the most. Mr.lester bowed out of my moms account. My dad passed and my brother and o were anxiois to know if she was financially stable. In stead of tlking to my he dump us xiting the family made him umcomfortable and...
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1.0
Product
Lpl Financial Investment Service
#1312073
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Why under Activity Summary on pg 3 of 6 is there ONLY info on Div/Int/CG and Fees/Exp?Why is there no way to determine any Gain (+ or -) of finances for a given month on the statement? It seems this info is being withheld, omitted or exempt for whatever reason LPL...
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1.8
Product
Lpl Financial Investment Service
#1127747
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LPL financial lost 20,000 in my IRA and every single stock sold thru my investment account lost money. This is over a 10 year period. My rate of return was 2%!!! Richard Dragotta my advisor told me not to worry, he would treat me "like family". When I complained about...
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1.0
Product
Lpl Financial Investment Service
I didn't like
  • Advisor collected fees even when account lost money
  • Losing money
  • Losing money when my usb acct is doing well
#1044406
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I had been managing my own investments and portfolio for years, but it was time consuming and exhausting trying to manage accounts from numerous previous employers.So, I thought that I would consolidate some of the accounts and allow a custodian/advisor to manage my...
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1.0
Product
Lpl Financial Investment Service
I didn't like
  • Advisor did not diversify account against market downturn
  • Advisor collected fees even when account lost money
  • Funds were constantly purchased and sold at a loss
#957065
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Went to cash in my LPL account and lost a few thousand dollars in the process.It took several days after I requested the change. I have experienced below average results versus expectations. Once you decide to change investments you should get what you ask for. Not...
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1.5
Product
Lpl Financial Investment Service
#922785
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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
Product
Lpl Financial Investment Service
#831374
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I moved my trust fund to LPL in Dec of 2014. I HAD $685k to start with. They have successfully lost over $50k just this past year, 2015, alone. Initially, I was told I would receive around $3000/mo income. That quickly changed to $2300 and the $3000 quote was...
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1.8
Product
Lpl Financial Investment Service
#774577
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I turned my IRA over to Dallas Grabow to manage since I had been disappointed in a previous investment advisors, thinking that he would do a much better job for me. However I was totally disappointed in the inappropriate investments, the lack of attention to my...
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Lpl Financial Investment Service
#756612
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The systems that LPL had in place to review trading activity in customer accounts are plagued by “multiple deficiencies,” The firm fails to generate proper anti-money laundering alerts, for instance, and did not deliver trade confirmations in 67,000 customer accounts....
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Lpl Financial Investment Service
#728238
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