4.0
20 Nov 2016
Current employee, more than 1 year
San Diego, CA
Recommend
CEO approval
Business outlook
Pros
Very progressive company within the financial services industry. Very interested in continuous improvement.
Cons
Need to continue to focus on improving relationships with their clients - LPL financial advisors. They have made tremendous gains in this regard, but still need to make life easier for them by reducing obstacle to getting requests processed.