LPL Financial Overview

Overall Ranking (55%)

The Overall Ranking is a score from 1 star (very bad) to 5 stars (excellent) generated based on the Company Reviews of current and former employees at this company, taking everything into account.

The number you see in the middle of the donut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

3.1
  • 5 Stars
  • 4 Stars
  • 3 Stars
  • 2 Stars
  • 1 Star

LPL Financial Job Openings

Program Name Industry Company Type Group / Division / Type Role Type Region Current Status Stage Triggered Opening Closing Actual Description Track
AVP, Insurance Solutions & Advisor Enablement Insurance Insurance Full Time US Slibumir Juladrut Oct 23 Oct 09 Oct 26 Open Not Listed Track
VP, Product Management, Workflows Transformation Consulting Product Management, Transformation Full Time US Tacos Uiprenaw Oct 13 Oct 08 Oct 26 Open Not Listed Track
Sr. Analyst, Annuity & Insurance Growth - Advisor Engagement Insurance Insurance Full Time US Losha Oct 16 Oct 11 Oct 19 Open Not Listed Track
VP, Annuity & Insurance Growth - Advisor Engagement Insurance Insurance Full Time US Uefri Oct 23 Oct 08 Oct 20 Open Not Listed Track
VP, Technology Portfolio Management - Data, Analytics & AI Asset Management Analytics, Portfolio Management, Technology Full Time US Phoshi Ducleth Oct 19 Oct 12 Oct 28 Open Not Listed Track
Senior Analyst, Overlay Trading Asset Management Portfolio Management, Trading Full Time US Witruspe Oct 15 Oct 13 Oct 27 Open Leadership and Team… Track
Sr Success Operations Analyst - Remote Texas Asset Management Strategy and Operations Full Time US Fretush Ceclad Oct 19 Oct 10 Oct 20 Open Sr Success Ops… Track
Associate Service Consultant - AITs Trading - Tempe Asset Management Trading Full Time US Bupraf Oct 17 Oct 08 Oct 24 Open Associate Service… Track
Advisor Licensing Program - Houston Asset Management Full Time US Hestalus Hucho Oct 19 Oct 13 Oct 22 Open Advisor Licensing… Track
Analyst - Fixed Income - Tempe Asset Management Investment Management Full Time US Rauula Rarewi Wiboclab Oct 20 Oct 09 Oct 19 Open Fixed Income… Track
$100m+
Est Annual Revenue
$3bn-$5bn
AUM

Company Details

LPL Financial was founded with a pioneering vision: to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today we provide an integrated platform of proprietary technology, brokerage, and investment advisory services to over 12,500 financial advisors as the nation’s largest independent broker/dealer,* making us a leading distributor of financial products in the United States. In addition, we support over 4,000 financial advisors with customized clearing, advisory platform, and technology solutions.

Even as our firm has grown over the years, we remain singularly focused on helping financial advisors to manage the complexity of their investment practices so they can better serve their clients in achieving important financial goals. And, because we do not offer proprietary products, LPL Financial enables the independent financial advisors, banks, and credit unions with whom we partner to offer their clients truly objective, conflict-free advice. Our open-architecture platform provides our customers with access to thousands of commission, fee-based, cash, and money market products manufactured by hundreds of third-party product sponsors.

Our customers

For more than 20 years, the LPL Financial Commitment Creed has been central to our culture and reflects our firm’s singular focus on serving the customer. Our 2,700 employees in Boston, Charlotte, and San Diego come to work every day focused on living this commitment.

Though LPL Financial was originally established to serve the independent advisor, today we serve three customer groups:

Independent Advisor Services supports more than 12,000 independent and registered investment advisors.
Institution Services supports financial advisors at approximately 670 regional and community banks and credit unions.
Custom Clearing Services supports approximately 4,000 advisors affiliated and licensed with insurance companies through a unique outsourcing arrangement.
We tailor our programs and services to the diverse needs of our customers, enabling them to remain focused on understanding and meeting their clients’ needs.

* As reported in Financial Planning magazine 1996-2011, based on total revenues.

Learn more about our commitment

FROM THE CHAIRMAN

Read about our leadership

EXECUTIVE TEAM

Learn more about LPL Financial

VIEW OUR ANNUAL REPORTS

Learn more about our financial strength

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LPL Financial Interview Questions

Year
Job Title
Group/Division
Location
Experience
Difficulty
Intern
Year 2025
Job Title Intern
Group/Division Generalist
Location Charlotte
Experience
Positive
Difficulty
Average
1st Year Associate
Year 2025
Job Title 1st Year Associate
Group/Division Investment Banking
Location San Diego
Experience
Neutral
Difficulty
Average
Intern
Year 2024
Job Title Intern
Group/Division Private Wealth Management
Location Marlton
Experience
Positive
Difficulty
Very Easy
Intern
Year 2022
Job Title Intern
Group/Division Wealth Management
Location Fort Mill
Experience
Very Positive
Difficulty
Very Easy
Student / Prospective Monkey
Year 2022
Job Title Student / Prospective Monkey
Group/Division Wealth Management
Location New York
Experience
Very Positive
Difficulty
Average

Locations

Location
9785 Towne Centre Drive, 92121 CA
United States
2810 Coliseum Centre Dr. , 28217 NC
United States
One Beacon Street , 22nd Floor, 02108 MA
United States
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$100m+
Est Annual Revenue
$3bn-$5bn
AUM

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