Edward Murphy
Edward Murphy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Orland Park, IL, 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
Orland Park, IL
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2017Customer Dispute
November 2011Customer Dispute
December 1994Customer Dispute
September 1994Other Business Activities
Edward operates Upstream Investment Partners as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sanctuary Advisors, LLC
David A. Noyes & Company
Sanctuary Securities, INC.Broker
Hamilton Investments, INC.Broker
Dain Bosworth IncorporatedBroker
The Milwaukee CompanyBroker
State Registrations17 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.