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Seeking Experience/Opinions for LPL Financial
Old 01-24-2021, 11:05 AM   #1
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Seeking Experience/Opinions for LPL Financial

Grown daughter has an account with them. I assume she was "sold" on moving TSP funds to this account but she doesn't seem interested in sharing details on her decision. If they are as bad as I suspect I will probably make some effort to change her mind. She is in transition and using our address until she relocates and they have sent a flood of mail which is a red flag for churning to me.
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Old 01-24-2021, 12:55 PM   #2
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Here's one thread. There are others.

https://www.early-retirement.org/for...ers-93176.html
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Old 01-24-2021, 01:10 PM   #3
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Originally Posted by braumeister View Post
Here's one thread. There are others.

https://www.early-retirement.org/for...ers-93176.html
See my post #8 in that thread. 2 1/2 years later we still have no complaints. Really, it is the FA that faces our organization; lots of quality back offices for FAs out there, including Fido, Schwab, and TDAmeritrade. I recall reading this type of work is a fairly big deal at TDAmeritrade and one of the reasons Schwab bought them.

I didn't know that LPL even dealt directly with retail investors. (see https://www.lpl.com/) Are you sure she's not working with an AUM advisor that uses LPL? That's what would worry me.
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Old 01-24-2021, 07:22 PM   #4
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Thanks for the replies. It seems that LPL is probably not the problem if there is a problem.
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