LPL Financial

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4707 Executive Dr

San Diego, CA 92121

+1 (800) 877-7210

http://www.lpl.com

LPL Financial is one of the leading financial service companies and largest independent dealers in the United States. The company and its affiliates offer technology, training and research services for more than 11,000 financial advisers, over 750 financial institutions, and nearly 4,000 institutional clearing and technology subscribers. LPL Financial has a staff of approximately 2,700 employees. It has subsidiaries that include LPL Financial Independent Advisor Services, LPL Financial Institution Services and LPL Financial Custom Clearing Services. LPL Financial Independent Advisor Services supports financial advisers at several career stages. LPL Financial Institution Services focuses on the needs of advisers and program managers in banks and credit unions.

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Reviews

1.520 reviews

Mary A.

8/3/2024

Colin Wren has been absolutely amazing handling my retirement funds. His assistant Bridget is also extremely professional and communicates quickly. Five star service all the way! Thanks Colin!

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Roberto M.

7/4/2025

There are no words how horrible this company is. Trying to withdraw my money from LPL for 6 months and still dont have it. Theres a different story every time I call! Please research all the bad...

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J K.

6/21/2025

LPL was handling our Rollover IRA, not our choice. When we decided to move our funds to a different company, LPL said we needed to liquidate the accounts into cash. That was more than 3 weeks ago,...

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Laura A.

4/9/2025

Hayden Rumfey in the Mississippi office for LDL dba Cadence Financial Services is pure disappointment. Last week I received paperwork to buy stock, same day returned on Thursday via Fedex. Called...

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Jackie P.

4/9/2025

I've been trying to get my 1099-R for a month now to file my taxes. Despite calling multiple times, they keep saying they've mailed it, but I still haven't received it. I don't know where they're...

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