Main Content

Blog Top

Exciting News from our Wealth Management Company

AddToAny buttons

Exciting News from our Wealth Management Company

Cuerpo

It was announced recently that LPL and its advisors have been ranked No. 1 in net customer loyalty among 24 leading financial distributor firms by Investor Brandscape, a Cogent Reports study released by Market Strategies International.

LPL earned a Net Promoter Score of 70, which was 25 points higher than the No. 2 firm and 49 points higher than the average score of 21 for all firms. Cogent’s study explored 10 key drivers of investor loyalty, and LPL ranked among the top 5 in seven of 10 key focus areas, including three No. 1 rankings. According to the study, LPL Financial ranked:

  • No. 1 in quality of investment advice;
  • No. 1 in financial stability;
  • No. 1 in satisfaction of fees and expenses;
  • No. 3 in retirement planning services;
  • No. 3 in quality and clarity of statements;
  • No. 4 in range of investment products and services; and
  • No. 4 in easy to do business with. 

We’re thrilled to see investors rate LPL and its advisors so highly. It’s a testament to the value of LPL’s independent business model – and innovative, industry-leading products and services – which put the advisor at the heart of the investor relationship.

The LPL Financial advisors at SCE FCU Wealth Management are available to help SCE FCU members. We invite you to call 800.866.6474 x2257 or visit scefcu-wealth.org for more information or to schedule a complimentary consultation.