Firm that clears through LPL financial - Mitarbeiter (anonym) bei LPL Financial: Mitarbeiterbewertung

4,0
11. Jän. 2018
Mitarbeiter (anonym)
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Geschäftsprognose

Pros

Plz note: im a CSA with a firm that clears through LPL financial. Csa’s of these types of independent Broker Dealer firms can make a wide range of income depending on how successful the advisors in their group are/ how big their advisor group is/ how much AUM they have, etc.

Kontras

The tech they use has a lot of kinks - they switched platforms recently and the new platform really needs to be worked out better

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5,0
12. Mai 2026
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Geschäftsprognose

Pros

Great Resources and support teams!

Kontras

Too much back office turnover at times leaves support team lacking accurate answers

1
3,0
7. Juli 2026
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CEO-Befürwortung
Geschäftsprognose

Pros

Great pay and getting OT pay. Awesome team of SMs and RTEs who felt like family and we all wanted to see each other succeed. I was exposed so a lot of situations which strengthened my skill set. Learned the SAFe model and it looks great on resumes. I personally had a great boss, bosses boss, and RTEs.

Kontras

Executive leadership is ruining the culture. Many of the amazing Directors, AVPs and RTEs left due to the poor Executive leadership who do NOT know a single thing about Agile principles. Releases are 1x/mo so you have to work one Saturday a month which can sometimes be longer than a normal workday. Release Mgmt team is very difficult to work with and can be very disrespectful. They don’t hide it and it’s accepted. Execs killed remote work.

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