Sr. Business Consultant - Anonymous employee LPL Financial Employee Review

4.0
25 Jan 2018
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Growing firm with great outlook. Has the size and scale to weather the current regulatory storm.

Cons

Lots of talk about being in business to support the independent advisor but the company as a whole seems to forget that the advisor is our client. The client should come first.

Explore other reviews about LPL Financial

5.0
10 Jan 2026
Recommend
CEO approval
Business outlook

Pros

Agency in decision making, company values felt at every level, truly engaged around the advisor experience

Cons

Reporting is getting better. Room for improvement and consistency

3.0
7 Jul 2026
Recommend
CEO approval
Business outlook

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.

Cons

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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