John Murray
John Murray is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Wexford, PA, with 32 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
4500 Brooktree Road, Suite 205, Wexford, PA, 15090
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Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
John operates his LPL business under the DBA Murray Financial Alliance, dedicating nearly full-time hours to it. He also works with Pinnacle Group selling non-variable insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations19 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.