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LPL Financial
Has anyone had experience with LPL Financial? If so, appreciate your thoughts. Thanks.
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I still live in Indiana (for a while) and have used them since 2001. I find them to be very ethical and relatively conservative in style.
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I have an LPL guy here in Ohio handling some of my money. He does a very good job. However, I think their agents are very independent of the parent firm and you should approach it that you are hiring the person, not the company.
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I used them for a number of years. They did okay. Not sure if the independent personnel really think too much or not. They follow suggestions from Big Brother. I don't think they are large enough to perform investment research. If you don't do research, you are a reader and probably of crowd follower.
I moved on. |
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