LPL Customer Satisfaction

Name

Rep ID

What is your primary Branch Office role?

OSJ

Advisor

Other

Take a moment and remember your past Broker/Dealer’s technology. Then complete the following:

I am __________ with BranchNet's features and benefits compared to my past experience(s). If you have not used another Broker/Dealer's technology, please select N/A.

Compared to your past Broker/Dealer, please describe your LPL experience in the following categories.

How would you rate your likelihood to recommend the following LPL Technologies to a friend or colleague on a scale of 0 – 10 (with 0 being not likely at all and 10 being extremely likely)?

Please rank your viewpoint of the following BranchNet functionalities on a scale of 1 – 5 (with 0 being very unsatisfied and 5 being very satisfied):

Please identify which technology products you currently use (check all that apply)

How would you rate your likelihood to recommend the following LPL Technologies to a friend or colleague on a scale of 0 – 10 (with 0 being not likely at all and 10 being extremely likely)?

Please use the following area to write additional comments that you would like LPL Financial to know about your use of technology (optional).