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LPL Financial

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2 reviews
  • 1 profiles
  • 2 categories
Average star rating
3.3
Serving customers since
1987
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LPL Financial Reviews

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Verified User in Financial Services
UF
Verified User in Financial Services
05/07/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

AdvisoryWorld - Greatest portfolio review tool in our arsenal

Easy portfolio/scenario/account setup using AdvisoryWorld. Possible to create a portfolio in a few minutes either by importing allocation from an excel sheet. Can be easily adjusted to show all of the metrics in which you are interested.
Verified User in Health, Wellness and Fitness
UH
Verified User in Health, Wellness and Fitness
01/21/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

It's ok, seems slow at times.

Their user platform isnt user friendly. The program moves slow when there's multiple users on at one time.

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Contact

HQ Location:
San Diego, US

Social

@AdvisoryWorld

What is LPL Financial?

LPL Financial LLC is a leader in the retail financial advice market and the nation's largest independent broker-dealer (as reported by Financial Planning magazine, June 1996-2020, based on total revenue). It provides technology, brokerage, and investment advisory services through its network of independent financial advisors across the country. LPL Financial is dedicated to helping these advisors achieve their client's financial goals by offering a robust mix of high-quality, integrated services, innovative technology, and personalized service.

Details

Year Founded
1987