Donald Murtaugh is a registered investment advisor at LPL Financial LLC, based in St. Augustine, FL, with 28 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
3275 US Highway 1, S, St. Augustine, FL, 32086
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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.
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Donald works as support staff at Cowan Financial, assisting with paperwork and client service. This investment-related activity takes nearly all of Donald's time.
Employment History
Current Registrations
LPL Financial LLCBroker
Arch Global Advisors, LLC
Previous Registrations
LPL Financial LLC
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.