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1.0

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.

Following that, when the other firm informed me the funds hadn't been liquidated, he refused to return my calls. LPL themselves told me to call him as he was the only one who could release the funds but he wouldn't do it for me. Took me many attempts and HOURS on the phone with their customer service dept before I finally found a sympathetic person who helped me. Too bad for them, I was going to leave my other $$$ there but took that at the same time so as not to go through this again.

I wrote a lengthy letter to LPL describing the entire sequence of events and how I was dismissed by my advisor.

Two months later, I receive a curt letter from a paralegal basically saying "you got your money so this is resolved". I WILL be escalating this.

Reason of review: Poor customer service.

Preferred solution: This advisor should have a disclosure on his record based on my complaint.

LPL Financial Cons: Being dismissed and ignored.

Location: 680 Bridgeport Ave, Shelton, CT 06484, USA

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