Leaving LPL

2 replies [Last post]
crazylegs's picture
Joined: 2010-09-28

 Does anyone have any experience leaving LPL?  I am considering relocateing and joining another firm. What did the transition look like and how was LPL to deal with in the transition.  Did they provide any client data, encourage clients to go with you, etc? Thanks in advance!

squash2's picture
Joined: 2010-03-09

LPL doesn't care...This isn't a firm, it's a broker-dealer... You will have 90 days to move accounts before they are reassigned to "house accounts"... Unless you have an OSJ then they are automatically reassigned to them..

burtonfinancial1's picture
Joined: 2008-09-30

Watch out!

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