LPL Financial

Looking at making a move from WFA. Talking to LPL currently. I would love to hear suggestions!

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I’m trying to get a better understanding of the pros and cons of the various Broker-Dealers who offer an Independent channel option. The ones I would like to hear the most about from you that have exp… more

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Anyone work in a corporate strategy role for a brokerage/dealer firm before? Think Raymond James, LPL Financial. They offered 105k base + 20% bonus (my salary is 80k rn) but curious on what you all th… more

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What’s been peoples experiences getting recruited by LpL, RBC, or any other hybrid. Have you successfully transitioned your practice, and what did they offer for transition packages?

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likesmart

Anyone clear through Schwab as an RIA? Is it true that they have no Custody Fees or Platform fees? That is what the recruiter told me. So, if you have a SMA using let’s say Thornburg I would only char… more

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First time investor here. I have plans to move $40k into a BlackRock 60:40 fund through LPL Financial. Any helpful thoughts, considerations, encouragement or warnings? Thanks in advance.

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I'm at a bank broker-dealer and we're moving to LPL. The more I'm learning the less excited I get in regards to fees and compensation. Anyone in the bank environment gone through a change … more

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Anyone know the grid at LPL?! Waddell Reed just got bought out! WHAT?!?!

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Looking for a leadership position in the Financial Services Industry. Have extensive experience in Supervision and recruiting experienced advisors. Please message if there’s an opportunity you have. I… more

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What are the primary differences between Raymond James, LPL, and Wells Fargo for someone considering the Independent channel? Pros and Cons (hybrid broker/RIA model of business)

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Related Posts

Which airlines allow first class to board before group 1? I fly United and they don’t so all the luggage bin in first is packed.

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“I’m a little bit country. I’m a little bit rock and roll.” Donny and Marie? Bring back Chrysler’s,” Imported from Detroit.” Takes a Portland agency to do something decent for Detroit Automaker....

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I went through a traumatic break up after a toxic relationship this past year. I feel like I want time to be by myself but im 25 and notice that many friends are starting to get engaged or in a serious relationship. At what age did you start to feel like most of the good guys were locked down? I feel like I need to get moving but not sure how urgently. (Everyone is on their own path sentiment beside)

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Anyone know if any Toronto firms are hiring associates to work fully remote?

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Any ladies that have pursued a PhD, after working in consulting for 2-3 years? I have a Masters degree and am thinking of pursuing a PhD degree related to but not only - data privacy, social media and human interaction, etc. just trying to understand if anyone that doesn’t have a solid research background has been able to move to a PhD

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Why does every consultant wear brown shoes to work? They look so back office, especially with denim. The Brits are right - no brown in town.

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Situation for my sales guys here: You’re 1 deal away from hitting your bonus, it’s Friday at 2pm, going into a long weekend. Where are you pulling that sale from?? Email? Referral? Cold calls? Interested to see what kind of creativity is brewing here in the sales thread!!

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Doing Brandt-Daroff exercise 3x/day for BPPV and feel super silly laying down and alternating sides every 30s on the not-very-discreetly-located office sofa. I’m not crazy, just trying to get healthy!

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any 🐠 got tips for making long distance relationships work? fun virtual date ideas, etc.

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Hi fishes, Can anyone tell me what is the average salary of an associate consultant in the FDD team. How much should I expect for with 0 YOE?

How much are tax managers receiving for hourly wage?

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What's your average work week including travel time look like?

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At which restaurant(s) have you had your most delicious meal(s)? Ideally with city/info

likehelpful

What do y’all like to drink in the morning aside from coffee?

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Hi fishes, I need your advice.. I am a software developer with 3.5+ yrs of experience in Java Development. But I don't like it and don't want to persue it anymore. I want to persue analytics. Is this a good decision? And will I be able to transition into a different profile with a salary hike too?? Thanks for the advice in advance..

Which is the better career move—Senior counsel at a national bank or corporate counsel at a mortgage company?

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Overall strongest sustainability consulting firms in Europe?

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Should all nurses do a med surg rotation?

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Just left a 1h+ long WhatsApp debate (in a group chat) with a male mutual friend who insists that rape culture doesn't exist in US/Canada; "men attack men too, what about us"... [Continued>>>]

likefunny

Additional Posts

Which airlines allow first class to board before group 1? I fly United and they don’t so all the luggage bin in first is packed.

like

“I’m a little bit country. I’m a little bit rock and roll.” Donny and Marie? Bring back Chrysler’s,” Imported from Detroit.” Takes a Portland agency to do something decent for Detroit Automaker....

like

I went through a traumatic break up after a toxic relationship this past year. I feel like I want time to be by myself but im 25 and notice that many friends are starting to get engaged or in a serious relationship. At what age did you start to feel like most of the good guys were locked down? I feel like I need to get moving but not sure how urgently. (Everyone is on their own path sentiment beside)

like

Anyone know if any Toronto firms are hiring associates to work fully remote?

like

Any ladies that have pursued a PhD, after working in consulting for 2-3 years? I have a Masters degree and am thinking of pursuing a PhD degree related to but not only - data privacy, social media and human interaction, etc. just trying to understand if anyone that doesn’t have a solid research background has been able to move to a PhD

like

Why does every consultant wear brown shoes to work? They look so back office, especially with denim. The Brits are right - no brown in town.

like

Situation for my sales guys here: You’re 1 deal away from hitting your bonus, it’s Friday at 2pm, going into a long weekend. Where are you pulling that sale from?? Email? Referral? Cold calls? Interested to see what kind of creativity is brewing here in the sales thread!!

like

Doing Brandt-Daroff exercise 3x/day for BPPV and feel super silly laying down and alternating sides every 30s on the not-very-discreetly-located office sofa. I’m not crazy, just trying to get healthy!

like

any 🐠 got tips for making long distance relationships work? fun virtual date ideas, etc.

like

Hi fishes, Can anyone tell me what is the average salary of an associate consultant in the FDD team. How much should I expect for with 0 YOE?

How much are tax managers receiving for hourly wage?

like

What's your average work week including travel time look like?

like

At which restaurant(s) have you had your most delicious meal(s)? Ideally with city/info

likehelpful

What do y’all like to drink in the morning aside from coffee?

like

Hi fishes, I need your advice.. I am a software developer with 3.5+ yrs of experience in Java Development. But I don't like it and don't want to persue it anymore. I want to persue analytics. Is this a good decision? And will I be able to transition into a different profile with a salary hike too?? Thanks for the advice in advance..

Which is the better career move—Senior counsel at a national bank or corporate counsel at a mortgage company?

like

Overall strongest sustainability consulting firms in Europe?

like

Should all nurses do a med surg rotation?

like

Just left a 1h+ long WhatsApp debate (in a group chat) with a male mutual friend who insists that rape culture doesn't exist in US/Canada; "men attack men too, what about us"... [Continued>>>]

likefunny
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