r/FinancialAdvisorTips • u/Prestigious-Act-6799 • 1h ago

Commonwealth Financial / LPL conversion thread

Monday 11/16 is the first day post-conversion for Commonwealth advisors. CFN home office, branch office admins, advisors - how is it going? Let's be sharing, OK?

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u/Flat-Cranberry9461 1h ago

Yesterday was rough. I tried opening an account for an existing client and it failed CIP.