LPL Financial

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(3)

N California Blvd
Walnut Creek, CA 94596

LPL Financial, based in Walnut Creek, CA, is a financial services firm that provides investment and wealth management solutions to clients.

With a focus on personalized financial planning, LPL Financial offers a range of services to help individuals and businesses achieve their financial goals.

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Reviews

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2.53 reviews
Leslie F.
3/29/2024

I have been with Wilko Schutzendorf at LPL Financial for many many year. He has always gone above and beyond my expectations. Always get great advice and could not be any happier with LPL...

Photo of Betsy W.
Betsy W.
9/19/2012

We worked with an LPL rep (S.L) who did not serve us well. We were given, wrong information and he provided little follow through unless it was to his benefit. In July 2009 he moved an...

Tricia L.
7/28/2014

This company takes advantage of its clients. I opened an IRA with them ust over a year ago and have lost over $200 just in fees. These fees were not disclosed to me upon opening the account and I...

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