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
Advisor Licensing Program (Austin) Asset Management Advisory Apprenticeships and Traineeships US Shabri Boliu Mustawim Jun 17 Jun 10 Jun 20 Open Track
Advisor Licensing Program (Fort Mill/Charlotte) Asset Management Advisory Apprenticeships and Traineeships US Nislugi Tadeg Jun 21 Jun 06 Jun 21 Open Track
Digital Marketing Consultant Asset Management Consulting, Marketing Full Time US Frisl Decho Dabufros Jun 19 Jun 08 Jun 24 Open Track
Senior Analyst, Risk Management Asset Management Risk Management Full Time US Tususpa Hetro Sheslu Jun 12 Jun 10 Jun 18 Open Track
Associate Analyst, Equity Trading Asset Management Equities, Trading Full Time US Raslicri Truspah Jun 15 Jun 11 Jun 23 Open Track
Sr. Analyst, Operations Risk & Controls Asset Management Operations, Risk Full Time US Drupe Sebuj Cibau Jun 18 Jun 06 Jun 26 Open Track
2026 Summer Internship- Client Success Data Summer Intern Asset Management Global Data Internship US Chocrab Ropeprus Jun 14 Jun 07 Jun 23 Open Track
2026 New Grad - Wealth Management Rotational Analyst Asset Management Wealth Management Graduate Programs US Vacrulo Jun 12 Jun 09 Jun 23 Open Track
New Grad 2026- Financial Service Professional (Tempe) Asset Management Financial Services Graduate Programs US Stith Stothev Jun 14 Jun 06 Jun 21 Open 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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