{"id":631865,"date":"2026-09-21T23:08:09","date_gmt":"2026-09-21T23:08:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/631865\/"},"modified":"2026-09-21T23:08:09","modified_gmt":"2026-09-21T23:08:09","slug":"lpl-financial-assistant-claims-age-bias-in-termination","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/631865\/","title":{"rendered":"LPL Financial Assistant Claims Age Bias in Termination"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">An advisor assistant at LPL Financial claims in a newly filed lawsuit that the firm forced her out after more than 25 years on the job, alleging age discrimination.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Aldina Barry filed the suit in California state court earlier this month against LPL, alleging discrimination and retaliation for raising questions about a new set of metrics that the firm claimed formed the basis for her termination.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">According to the complaint, Barry joined LPL in August 2000. During her tenure, she filled several roles, including a receptionist role and several in registration and advisor onboarding. In October 2024, she was promoted to \u201cPremium Service Associate\u201d at her manager\u2019s suggestion.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">In the new role, she worked with financial advisors, answering account-related questions and researching carrier and licensing information, among other tasks. In the suit, Barry claims she\u2019d \u201cnot been subjected to disciplinary write-ups,\u201d and had received certificates and bonuses for \u201cexceptional work.\u201d<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/wealth-management-industry-trends\/man-poses-as-nfl-player-to-defraud-women-of-13m\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Duo Arrested for Impersonating NFL Player and Financial Advisor In Fraud Attempt<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Starting early this year, LPL introduced new performance metrics, which \u201cchanged repeatedly\u201d during the first several months of 2026, according to Barry. In March, she entered a Microsoft Teams meeting with her supervisor and an LPL Human Resources representative, during which they said she would be placed on a probationary period of about three months for failing to meet the metrics.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Barry claims that she and another co-worker were confused about why Barry was being singled out, and alleged she didn\u2019t receive \u201cregular or meaningful coaching\u201d on how to improve during the probationary period. She raised concerns about the metrics with LPL in June, but about one week later, LPL fired her, according to the complaint.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">On that day, her supervisor requested a meeting, only to be told quickly that she was fired, effective immediately, for failing to meet the performance metrics. Barry claims the firm cut access to her work systems within five minutes of the meeting.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">In the complaint, Barry notes she was the only team member fired due to the metrics as of July 7, and noted that she was the oldest employee of her team; LPL had shown \u201cfavor to hiring younger male workers for the workplace,\u201d particularly through its internship pipeline, she claimed. Barry said she was aware of at least one other employee in their 60s who had been with the firm for about three decades and was fired around the same time.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cIt is evident that (LPL) discarded (Barry\u2019s) long service and experience in favor of bringing in younger workers, using a newly implemented and inconsistently applied grading system by the New Metrics to justify doing so,\u201d the complaint read.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/wealth-management-industry-trends\/texas-advisors-convicted-in-60m-ponzi-scheme\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Texas Advisors Convicted for Conspiring With Radio Host on Ponzi Scheme<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">LPL did not respond to a request for comment as of press time.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">She also alleges she\u2019s suffered \u201cactual, consequential, and incidental financial losses,\u201d including lost wages, benefits, and employment-related opportunities. She\u2019s seeking damages (including punitive damages) and is requesting a jury trial.<\/p>\n","protected":false},"excerpt":{"rendered":"An advisor assistant at LPL Financial claims in a newly filed lawsuit that the firm forced her out&hellip;\n","protected":false},"author":2,"featured_media":631866,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[72,176,61,60,174,175],"class_list":["post-631865","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-ie","tag-ireland","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/631865","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=631865"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/631865\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/631866"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=631865"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=631865"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=631865"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}