LPL Financial: Local agent was not available, call San Diego...
A LPL Financial customer review by GetHuman user ~Vinny from November 17th, 2017
Background on ~Vinny's case
GetHuman: ~Vinny - can you tell our other LPL Financial customers when your case took place?
~Vinny: Yup. It was morning, on November 8th.
GetHuman: Did you reach out to LPL Financial, and if so, how?
GetHuman: And which of these common LPL Financial customer issues best describes the reason you wanted to talk to them?
(Shows ~Vinny a list of common LPL Financial problems)
~Vinny: "Complaint" was why I was trying to call.
~Vinny's review of LPL Financial customer service
GetHuman: So how would you sum up your experience for GetHuman's LPL Financial customer community? We'll censor any IDs, numbers, or codes and any inappropriate words here out of respect to the millions of other customers using this resource.
~Vinny: Local agent was not available, call San Diego. After a ** min. wait I got the right department. Darren was very helpful and professional. Company's service and fees stink. $*** charge to roll over an IRA to another institution. Had to give up info they all ready had to complete transaction.
GetHuman: Let's quantify your experience contacting LPL Financial. On a scale of 1 to 5, how easy is it go get help on a LPL Financial problem?
~Vinny: I'd give them a four out of five for ease of finding your way to help.
GetHuman: What about quality of communication. How would you rate that on a 1 to 5 scale?
~Vinny: I'd give them a five out of five on communication.
GetHuman: And what about LPL Financial's ability to quickly and effectively address your problem?
~Vinny: For that I would say two out of five.
GetHuman: And finally- any advice for other LPL Financial customers?
~Vinny: Call them early in the day or late. Don't forget any personal or account information you might need for LPL Financial to know who you are.
GetHuman: Well there you have it. Some useful feedback and words from ~Vinny taken from his LPL Financial customer service problem that occurred on November 8th, 2017.