Terrance Murphy
Terrance Murphy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Myers Beach, FL, with 34 years of industry experience. Terrance 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
Fort Myers Beach, FL
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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
Terrance sells non-variable insurance and operates several businesses, including Wall Street Financial Advisors, Inc., Total Clarity Wealth Management, Inc., and Murphy Holdings, LLC. He also provides investment advisory services through Total Clarity Wealth Management, Inc., spending nearly full-time hours on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
Total Clarity Wealth Management, INC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations38 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.
Exams
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