More Contact Info

Toll-Free Number:

(800) 877-7210

Customer Service:

Account-Related Inquiries

(800) 558-7567

Financial Professional Recruiting

(888) 250-2420

Claims:

(617) 897-4095

Other Info

Other Info (opening hours):

Hours:
Monday – Friday: 8:30 AM – 7:30 PM (ET)

Locations:
Austin
13620 N FM 620
Building C, Suite 200
Austin, TX 78717
Boston
75 State Street, 22nd Floor
Boston, MA 02109
Fort Mill
1055 LPL Way
Fort Mill, SC 29715

Company Address

LPL Financial LLC

4707 Executive Drive

San Diego,

United States

Claimbo.com is not affiliated, associated, authorized, endorsed by, or in any way officially connected with LPL Financial , or any of its subsidiaries or its affiliates. The use in this website and/or in related promotional print or video material of trademarked names and images is strictly for editorial and descriptive purposes.

Complaints & Reviews — LPL Financial

9 Nov, 2020

The lawyers and financial rep Christopher Sheehan will not provide the executor

I am the executor of an estate. Christopher Sheehan and Connor moroney refuse to provide around explanations to their required forms. I am 75 and cannot understand the forms. As a result they are not allowing me the financial monies I am allowed to pay the bills, taxes and maintenance as well as not funding the trusts... Read more➤

Financial Services

20 Jul, 2020

The beneficiary

i am a viet nam vet still trying to get ira from lpl the person left me back in 2009. i am in and out of the v a hospital now with new secure act what will happen. User’s recommendation: something is not right form the top to the bottom.

Financial Services

8 Jul, 2020

LPL Adviser Incompedence

Invested with LPL Adviser was told by Adviser how a great portfolio with him would create wealth. After 16 months of $36.000 investments lost considerable money. No profit made just losses. Broker failed to communicate with me on investments. When I contacted him on 03/06/20 about my account his words were ( It’s money you weren’t doing... Read more➤

Financial Services

23 Apr, 2020

False information to IRS

LPL sent 1099 to the irs with my name and somebody elses dispersement info, which has now held up 2years of tax returns (and refunds). User’s recommendation: Run.

Financial Services

9 Feb, 2020

Stay away. They are a group of independent financial advisors. When something goes wrong, LPL always sides with the advisor and takes no responsiblity for their actions.

https://www.finra.org/sites/default/files/aao_documents/13-0****-Award-All%20Public%20Panel-2015****.pdf Award FINRA Dispute Resolution In the Matter of the Arbitration Between: Claimant Case Number: 13-0**** Adam M. Susser Special Needs Irrevocable Trust DTD 7-28-03 vs. Respondent Hearing Site: Boca Raton, Florida LPL Financial, LLC FINRA makes all arbitration awards publicly available for free by posting them on Arbitration Awards Online.

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