Do not use LPL Financial (there is an office in Spanish Springs). After years of having an account up north with them I decided I wanted it transferred to TV. I had to interview with them to accept me. Accept what - I am a customer now ! When I told them I wanted to park my money in a money market fund they politely advised me we were probably not a good match. That is when I decided to move on to another organization. It took over 30 days for them to perform a transfer of funds and $180 charge to to do so. Get this $15 FedEx to send a check. Send a check - you are in the finance business. Hit the computer button. $125 paperwork fee. $40 yearly account charge of which I just paid the 2020 fee less than 30 days prior but now I have to pay all of 2021 - not a proration. Run for the hills from LPL Financial.
Last edited by rustyp; 06-11-2021 at 07:20 AM.
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