Joseph Murphy
Joseph Murphy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Glastonbury, CT, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
427 Naubuc Ave, Ste 102, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph operates his LPL business under the DBA Gateway Financial Partners, dedicating nearly full-time hours to it. He also sells non-variable insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
Key Investment Services LLC
Key Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Connecticut Investment Management
Newalliance Investments, INC.
Newalliance Investments, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Liberty Securities CorporationBroker
F & G Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.