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Peer Experiences

Perspective from your peers

Hear what other financial advisors have told us about their experience transitioning to LPL Financial. Click on the names below for a more detailed look at specific challenges, solutions and personal experiences.

David McCash, Financial Consultant, McCash Investment Management, Inc.
“In nearly every area that I needed assistance, [my Transition Specialist] had the answers immediately.”

Kevin Paul, Branch Manager, Kevin Paul Investment Service
“For the last six months [my Transition Specialist] was the face and voice of LPL Financial for us and his care and concern for our welfare speaks volumes about your firm.”

Albert S. Gersh, President, Primary Wealth Management
“Things could not be going more smoothly... [our Transition Specialist], has been unbelievably fantastic throughout the process.”

Aaron E. Larson, CIMA®, LPL Financial Advisor, Strategic Financial Inc.©
“The efforts of [my Transition Specialist] are a major reason I am so excited to be a part of LPL Financial.”

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“In nearly every area that I needed assistance, [my Transition Specialist] had the answers immediately.”

“Since joining LPL Financial in June of this year, I have had a vast array of items that I needed support on. Anything from licensing to technology, account transfers, BranchNet help, CE, etc. In nearly every area that I needed assistance, [my Transition Specialist] had the answers immediately. On the rare occasions that she did not, she would conference in the correct person/department and got my question answered correctly the first time. The quality of her information combined with her professional and extremely pleasant demeanor made the task of changing firms far easier and more efficient than I imagined it would be. Thank you for providing me with such an outstanding level of service during my transition to LPL Financial.”
~ David McCash, Financial Consultant, McCash Investment Management, Inc.

“For the last six months [my Transition Specialist] was the face and voice of LPL Financial for us and his care and concern for our welfare speaks volumes about your firm.”

“Since my wife and I first met our transition specialist on our visit to the San Diego facility in February, [our Transition Specialist] has been a godsend. He was incredibly patient with all our concerns, he walked us through all the steps with assurance, he was unceasingly professional, and he did it all with a great sense of humor. For the last six months he was the face and voice of LPL Financial for us and his care and concern for our welfare speaks volumes about your firm. And while I'm sure he'd be good at whatever job he found himself doing, you definitely have the right man in the right place at the right time and the purpose of this note is to compliment you for that. We would not be in the position we are currently in without him. Thanks!”
~ Kevin Paul, Branch Manager, Kevin Paul Investment Services

“Things could not be going more smoothly...[our Transition Specialist], has been unbelievably fantastic throughout the process.”

“I just wanted to let you know how well things are going with my transition to LPL Financial. Things could not be going more smoothly. Most of the credit goes to [our Transition Specialist], who has been unbelievably fantastic throughout the process. He is the guy you should use with your biggest hitters, very knowledgeable and responsive. He has kept me informed every step of the way, and I'm very impressed.”
~ Albert S. Gersh, President, Primary Wealth Management

           
“The efforts of [my Transition Specialist] are a major reason I am so excited to be a part of LPL Financial.”

“Thanks so very much to my transition specialist for all of her help these last several months. Her wisdom and guidance have been invaluable to me, and she is very much appreciated. I am happy she was assigned to me, and her efforts are a major reason I am so excited to be a part of LPL Financial.”
~ Aaron E. Larson, CIMA®, LPL Financial Advisor, Strategic Financial Inc.©