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Timothy Murphy

LPL Financial LLC
35 Years of Experience
Danvers, MA
1 DisclosureBroker
View SEC Summary
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Timothy Murphy is a registered investment advisor at LPL Financial LLC, based in Danvers, MA, with 35 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

150A Andover St, Suite 8, Danvers, MA, 01923

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2003
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy is involved in real estate rental through Clearwater Pond, LLC since 2010. He also operates Brian M Woods Financial Services as a DBA for his LPL business, dedicating nearly full-time hours to it, and spends minimal time on real estate rental through Everplan.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Voya Financial Advisors, INC.
January 2018 - June 2021 · 3 yrs 5 mos
Voya Financial Advisors, INC.Broker
December 2017 - June 2021 · 3 yrs 6 mos
Integrated Wealth Concepts LLC
February 2017 - December 2017 · 10 mos
LPL Financial LLCBroker
December 2016 - December 2017 · 1 yr
Investors Capital Advisory
March 2004 - October 2016 · 12 yrs 7 mos
Merrimac Corporate Securities, INC.Broker
June 1996 - April 1997 · 10 mos
Eastern Point Advisors INC.
April 1996 - May 2008 · 12 yrs 1 mo
Investors Capital CORP.Broker
September 1994 - December 2016 · 22 yrs 3 mos
Investors Capital CORP.Broker
August 1994 - September 1994 · 1 mo
Baybanks Brokerage Services, INC.Broker
February 1994 - August 1994 · 6 mos
G.R. Stuart & Company, INC.Broker
July 1992 - February 1994 · 1 yr 7 mos
Portfolio Asset Mgt. & Investment Advisory Services, INC.Broker
August 1991 - July 1992 · 11 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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