| Category: | Insurance agency, |
|---|---|
| Address: | 28411 Northwestern Hwy, Southfield, MI 48034, USA |
| Postal code: | 48034 |
| Phone: | (248) 563-0683 |
| Website: | http://www.morrisonwealthmanagement.com/ |
| Monday: | 8:00 AM – 5:00 PM |
|---|---|
| Tuesday: | 8:00 AM – 5:00 PM |
| Wednesday: | 8:00 AM – 5:00 PM |
| Thursday: | 8:00 AM – 5:00 PM |
| Friday: | 8:00 AM – 5:00 PM |
| Saturday: | Closed |
| Sunday: | Closed |
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As a self-clearing firm, LPL Financial centralizes and simplifies your business. One sign-on, one client portal, one team to call. And more flexibility. Run your practice from a single, integrated workstation with one sign-on. Connect to our dedicated service and operations team with one call—80% of all calls are answered within 30 seconds.
LPL Financial Holdings, Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory & brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.
Account View is a safe and secure way to view balances, review transactions, and see your financial progress. Account View gives you online access to your accounts, statements, secure documents, and WealthVision. It is also a great way to get access to financial proposals and advice from your financial professional.
LPL Financial, LLC has many different complaints filed by FINRA (Financial Industry Regulatory Authority), state regulatory organizations, and investors such as yourself.At the Law Offices of Robert Wayne Pearce, we have investigated various different LPL Financial Complaints and have also represented investors with claims of fraud, negligence, and breach of fiduciary duty against this ...
LPL Financial is an organization of independent financial advisors.The firm provides proprietary technology, brokerage and investment advisory services to more than 20,000 financial advisors and 700 financial institutions, who in turn serve investors across the nation.
History. LPL Financial has a fairly long history. Like many companies of its size and age, it has had a few ups and downs. The company started from a merger between two different brokerage firms—Linsco and Private Ledger—in 1989, which is where the name "LPL originated.. Both companies had a fairly long history before the merger, with Linsco having formed in 1968.
Churning is a practice where a stockbroker engages in excessive trading in a customer's account for the purpose of racking up commissions. The broker makes money at the expense of the customer. Churning is illegal and violates both SEC and FINRA (Financial Industry Regulatory Authority) rules. Former LPL broker Paul Lebel was fined $56,000 ...
We are performing system maintenance on ClientWorks and BranchNet tonight, 11/12/2022, beginning at 10:00 PM ET and lasting until Sunday, 11/13/2022, at 09:00 AM ET. This work is focused on improving the functionality, performance, and resiliency, and will result in these systems being unavailable during this time. Please be aware that our ...
LPL Financial Holdings
In recent LPL Financial news, FINRA fined the firm $6.5 million on December 31, 2020. The huge fine followed allegations that the firm did maintain a record retention system according to regulatory requirements. FINRA further alleged that LPL failed to fingerprint non-registered persons and therefore failed to screen for criminal convictions.