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LPL Financial LLC.

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3.3 out of 5 stars
2 reviews
  • 1 profiles
  • 2 categories
Average star rating
3.3
Serving customers since
1987
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LPL Financial LLC. Reviews

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BC
Brian C.
05/07/2019
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

AdvisoryWorld - Greatest portfolio review tool in our arsenal

|Advisory World
Easy portfolio/scenario/account setup using AdvisoryWorld. Possible to create a portfolio in a few minutes either by importing allocation from an excel sheet. Can be easily adjusted to show all of the metrics in which you are interested.
Lo B.
LB
Lo B.
Small Business Owner at Apple Of Graces Eye
01/21/2019
Validated Reviewer
Review source: G2 invite
Incentivized Review

It's ok, seems slow at times.

|Advisory World
Their user platform isnt user friendly. The program moves slow when there's multiple users on at one time.

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HQ Location:
San Diego, CA

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@AdvisoryWorld

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Year Founded
1987