Leaving LPL

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Sep 28, 2010 2:00 pm

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!

Sep 28, 2010 2:15 pm

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..

Sep 28, 2010 5:22 pm

Watch out!