Product: Lpl Financial Retirement Investment Service Clear all filters (4 of 4 reviews match)
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Working with LPL Financial for what should have been a simple task has been the worst nightmare I have ever experienced. I opened an account and to date I have no money in it since LPL can't seem to figure out how to fund it from an inherited LPL IRA. I have opened...
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Review
#1112780 Review #1112780 is a subjective opinion of poster.
Service
Lpl Financial Retirement Investment Service
Reason of review
Problems with payment
My Financial Advisor in Beaverton, Oregon who utilizes LPL Financial as his investment platform, painted a rosy picture of my retirement income outlook, but failed to mention all the hidden expenses and how they make money regardless of how you do. As a result I lost...
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4 comments
Anonymous
#1232365

I worked with an advisor out of Stanwood, Wa. He was vastly incompetent could not make money in an up market!

Always had an excuse though. I lost money while others around me with a different money manager made money.

I strongly suggest looking elsewhere!

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Review
#887743 Review #887743 is a subjective opinion of poster.
Service
Lpl Financial Retirement Investment Service
Reason of review
Poor customer service
1.6
Details
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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1 comment
Anonymous
#1224758

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

Review
#841524 Review #841524 is a subjective opinion of poster.
Service
Lpl Financial Retirement Investment Service
Reason of review
Not as described/ advertised
1.0
Details
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...
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Review
#835410 Review #835410 is a subjective opinion of poster.
Service
Lpl Financial Retirement Investment Service
Cons
  • Losing money when my usb acct is doing well
  • No accountability for performance

Contact LPL Financial Customer Service

Mailing Address:
LPL Financial
9785 Towne Centre Drive
San Diego, California 92121
United States
Phone:
(800) 877-7210
All LPL Financial Contacts