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 to assist in the process. The first set of 2 forms were sent back with 48 hours. There was no contact for two weeks. After I called them, they said those were outdated forms and we had to fill out the new ones.
The forms have not instructions.
After two more weeks with no contact, I called again, and they said I had made an error on each form and had to fill them out again. Those have been submitted, and I now call every day, but all they say is that they being processed.
Review about: Lpl Financial Financial Advisor.
Reason of review: Poor customer service.