LPL Financial

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5411 Avenida Encinas
Carlsbad, CA 92008

LPL Financial, situated in Carlsbad, CA, serves as an independent broker-dealer known for its wide range of investment products, advisory services, and holistic wealth management solutions. By collaborating closely with financial advisors, institutions, and registered investment advisors (RIAs), they equip these professionals with the essential resources and cutting-edge technology platforms required to deliver tailor-made financial advice.

With a core focus on supporting compliance oversight, enhancing practice management, and offering streamlined technology services, LPL Financial strives to enable advisors to engage effectively with their clients. Their pivotal role revolves around boosting the efficiency, precision, and autonomy of financial advisors as they navigate the intricate landscape of financial services, positioning them for success in serving their clientele.

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Reviews

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1.01 reviews
George L.
1/13/2018

The absolute worst experience i've ever had with a company. I have been in a nonstop loop to liquidate my funds for around a month now going through multiple phone lines and waiting on hold for an...

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United StatesCaliforniaCarlsbadLPL Financial

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