Does not support CPAs who are also financial advisors - Recensione dipendente - Financial Advisor presso LPL Financial

3,0
20 ago 2014
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

Product offerings are diverse and not exclusive so can compete easily. People and software help you to select a fitting product for the client.

Svantaggi

CPAs need to issue engagement letters and LPL will not approve them as they can conflict with LPL account agreements. The commissions by client are understated for life insurance, making it difficult to disclose an accurate total commission to the client, another CPA requirement.

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5,0
27 mag 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

I loved my internship here. It was very immersive and everyone was very kind and supportive. Loved the team I worked with.

Svantaggi

Could have been a bit more to do.

2,0
23 mag 2026
Consiglia
Gradimento del CEO
Pronostico commerciale

Vantaggi

LPL Financial offers a flexible hybrid work model, which is one of the better aspects of the company. Managers are generally not overly strict about specific in-office days, giving employees some flexibility in managing their schedules.

Svantaggi

Work-life balance is a major challenge. Weekend release work is common, often averaging two weekends per month, yet there is no overtime compensation. Employees are essentially expected to work a full workweek plus weekends when needed, which has contributed to high turnover on some teams. The culture can also feel harsh and impersonal. Leadership rarely expresses appreciation or recognition for employee contributions, which negatively impacts morale. Some managers come across as cold or overly task-focused, creating an environment where employees feel valued only for output rather than as people. There also appears to be a lack of trust between employees and leadership. Many teammates do not seem confident that leadership understands or genuinely addresses their concerns. Overall, morale feels low, and recognition for strong performance appears limited.

3
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