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
Senior Analyst, Data Science Asset Management Analytics, Modeling & Quantitative Analytics (MQA) Full Time US Shanovo Gudra Sep 05 Sep 01 Sep 07 Open Senior Data Science… Track
Internal Consulting Associate Asset Management Strategy, Consulting Full Time US Slesti Fraduju Sep 08 Aug 31 Sep 09 Open Internal Consulting… Track
Senior Analyst, Corporate Development Corporate Finance Corporate Development, Mergers and Acquisitions (M&A), Strategy Full Time US Prohica Sep 09 Sep 01 Sep 12 Open Senior Corporate… Track
Senior Analyst, Compensation Asset Management Human Resources (HR), Analytics Full Time US Cledav Sep 05 Aug 31 Sep 12 Open Senior Compensation… Track
Associate Service Consultant Asset Management Account Management Full Time US Trakede Critred Sep 11 Sep 01 Sep 16 Open Associate Service… Track
Senior Analyst, Finance Strategic Support Corporate Finance Finance, Strategy Full Time US Drivecle Vefracro Sep 02 Aug 31 Sep 07 Open Senior Analyst… Track
Wealth Advisor - Nuvision Federal Credit Union Asset Management Private Banking Full Time US Bruwru Sep 03 Aug 30 Sep 12 Open Wealth Advisor at… Track
Business Development Associate Asset Management Business Development, Sales Full Time US Gowrasot Crebocr Sep 05 Sep 01 Sep 12 Open Business… Track
Associate Analyst, Operations Asset Management Operations Full Time US Phacham Clide Sep 04 Aug 28 Sep 17 Open Associate… Track
Business Development Associate Asset Management Business Development, Sales Full Time US Kasheha Sep 10 Aug 29 Sep 09 Open Business… 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

WSO Company Database Comparison Table

Get Full Access

  • Free 1 month access by adding just 1 salary datapoint here
  • REAL salary bonus data across 1,000+ companies
  • Plus free 1 month access to 10,000+ interview insights

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
video
Break into LPL Financial
WSO Academy helps place students in Elite Firms around the world
$100m+
Est Annual Revenue
$3bn-$5bn
AUM

Unlock WSO Database

1 month free. Add your own pay data.