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Service Center

The LPL

Financial Service Center

is the primary point of contact for you and your staff for operational and technical assistance. Our professionals are dedicated to providing exceptional customer service and industry-leading support.
  • Customized Service Models -
    • Full Value Service Center model - the heartbeat of service at LPL Financial is our Service Center which offers access to specialists via phone or e-mail and a dedicated technical support team
    • Team Based model - Service360 provides an intimate service experience; Dedicated service teams offer our advisors and Financial Institutions a single point of contact for issue resolution and follow up
    • Service360 Plus is a one-to-one service model providing individual attention and personalized service for our top advisors and Financial Institutions
  • Redundant Locations - With a dedicated staff of more than 350 specialists located in Charlotte and San Diego, you will receive the best possible service, year-round, regardless of high seasonal or market-driven conditions
  • Timely Resolution - Streamlined routing and dedicated queues increase the speed of resolution; 90% of all calls/inquiries are resolved on the first contact