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Business Profile

Financial Services

LPL Financial

Headquarters

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Services.

About

About This Business

This business offers proprietary technology, practice management programs and training services.

Years in Business: 50

Business Details

BBB File Opened:
3/1/1972
Business Started:
7/1/1975
Business Incorporated:
11/15/2010
Type of Entity:
Limited Liability Company (LLC)
Alternate Names:
LPL Financial LLC
Linsco/Private Ledger Financial Services
Business Management:
Ms. Ashley Commito, Administrative Assistant
Mr. Dan H Arnold, President/CEO
Mr. Roma Patel, Vice President

Additional Contact Information

Customer Contacts
Ms. Ashley Commito, Administrative Assistant
Mr. Julio C Martin
Additional Websites
lpl.com

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Latest Reviews

  • Anthony A

    "****** ********** is the Account Executive for my business portfolio with ***. He has so far provided me with superior, customer-service skills and accommodated a more personable consultation for all financial issue(s) with his clients." ... Read full review

  • Laura A

    "****** Rumfey in the Mississippi office for LDL dba Cadence Financial Services is pure disappointment. Last week I received paperwork to buy stock, same day returned on Thursday via *****." ... Read full review

  • Jacqueline P

    "I've been trying to get my 1099-R for a month now to file my taxes. Despite calling multiple times, they keep saying they've mailed it, but I still haven't received it." ... Read full review

View all Reviews

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