PissedConsumer.com strives to provide consumers with the right information to make informed purchasing decisions. Our website collected and compiled various consumer reviews about Chase Belgrave and LPL Financial as well as customer ratings and recommendations for these brands. Each brand score is calculated based on set of relevant criteria and displays company performance over time.

Chase Belgrave
LPL Financial

Chase Belgrave and LPL Financial Overview

Total reviews
32
113
Company responses
9
0
Issues resolved
2
0

Chase Belgrave and LPL Financial Consumer Ratings

Rank
6 out of 1858 in Financial Services category
332 out of 1858 in Financial Services category
Customer service
38 in category
177 in category
Investment Performance
0 in category
No votes
Good Value for Money
0 in category
No votes
Product or Service Quality
31 in category
265 in category

Chase Belgrave and LPL Financial Rating Details

Customer service
4.4 (25 reviews)
1.5 (41 reviews)
Reviewer's quote

...What does he know about finance and customer care. Zilch!..

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...trust, I wrote a sharply worded, but professional, letter and sent it to LPL Financial's San Diego headquarters, using a printed #10 envelope, addressed to Customer Service. That was in early May. I have had no response to...

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Investment Performance
2.3 (3 reviews)
No votes
Reviewer's quote

Justin Harris organised my savings back in 2011. Communications and updates from Justin have been terrible since He was in the Zurich office which has now gone into liquidation, which i found out by chance. Beware he is now probably selling his crooked products with high commissions n Mauritius....

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No items

Good Value for Money
2.3 (3 reviews)
No votes
Reviewer's quote

Working as a teacher abroad can be a daunting prospect. Suddenly, aspects of your future that seemed so certain are thrown up into the air and into the unknown.What happens if you spend an entire career abroad? What about retirement? How do you even go about making sure you have a safety net? These...

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No items

Product or Service Quality
4.6 (18 reviews)
1.1 (34 reviews)
Reviewer's quote

No items

...They rant and raves how good their service was to us the advisor. I found out in 25 days of the official acquisition that this was not the case. I was hit for some licensing fees and when I called the licensing department they told me that I didn’t need the licenses yet paid them anyway...

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Chase Belgrave and LPL Financial Pros and Cons

Pros
  • Immediate responses to emails
  • Service
  • Professionalism
  • Initial speal on making us money
  • rep was competent
  • That they were in town
Cons
  • Zero communication on status of my account
  • Deceitful
  • Considerable loss on investment - no reason given
  • Worst experience ever
  • Worst customer services
  • Not cooperative

Chase Belgrave and LPL Financial Most Positive Reviews

Top rated reviews
5

At long last I've found a professional company to look after my finances. I've been an expat for over 20 years and suffe...

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3.3

Just got a letter from Capital Forensics who provides "consulting" for LPL and they notified me LPL had a security...

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5

Hi. Chase Belgrave have helped a few of my colleagues now move their pensions away from the UK. We all work for an engin...

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No votes

Chase Belgrave and LPL Financial Most Critical Reviews

Lowest rated reviews
1

4 years ago we transferred 270,000 GBP into a QROPS scheme managed by Justin Harris. After quoting his writing for the G...

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1

I am an advisor that was formerly with LPL. I am now at a new broker dealer (Thank God). I have been trying to...

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1

Jason ##### was my route into a QROPS pension. He signed me up, allocated me to a bunch of companies and, when I pointed...

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1

Very poor service ,lack of communication.requested an overnight delivery of my funds .they sent it regular mail ..I'm
De...

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Chase Belgrave and LPL Financial Latest Reviews

Recent published reviews
1

Justin Harris organised my savings back in 2011. Communications and updates from Justin have been terrible since He was...

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No votes

LPL sent 1099 to the irs with my name and somebody elses dispersement info, which has now held up 2years of tax returns...

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No votes

Similar to the experience of the person who posted originally in July 2018, I have a QROPS account with Chase Belgrave,...

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1

https://www.finra.org/sites/default/files/aao_documents/13-00505-Award-All%20Public%20Panel-20150610.pdf
Award FINRA Disp...

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Chase Belgrave and LPL Financial Products and Services

Most reviewed product and services
  • Chase Belgrave Investment Service (5 reviews)
  • Chase Belgrave Personal Investment Service (4 reviews)
  • Chase Belgrave Customer Care (3 reviews)
  • Lpl Financial Account (36 reviews)
  • Lpl Financial Investment Service (17 reviews)
  • Lpl Financial Financial Advisor (10 reviews)