William Murphy
William Murphy is a registered investment advisor at LPL Financial LLC, based in Toms River, NJ, with 33 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
916 Fischer Blvd, Toms River, NJ, 08753
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2015Customer Dispute
July 2000Customer Dispute
September 1997Other Business Activities
William operates his LPL business under the DBA Flagstar Wealth Services since February 2024. This activity is investment-related and conducted at his reported business location.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC Investments
PNC InvestmentsBroker
Viewtrade Securities, INC.Broker
Gunnallen Financial, INCBroker
Crown Financial Group, INC.Broker
Whale Securities CO., L.P.Broker
D. H. Blair & CO., INC.Broker
State Registrations3 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.