Murat Kaptanoglu
Murat Kaptanoglu is a CFP-designated registered investment advisor at LPL Financial LLC, based in Raleigh, NC, with 30 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
3130 Fairhill Dr., Suite 108, Raleigh, NC, 27606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Murat is involved in several business activities, including Lipson, Williams, Perry & Kaptanoglu, LLC, Socratic Wealth Advisors, Independent Advisor Alliance, Socratic Better Wealth, and Kaptan Wealth Management Group, LLC. He spends a significant amount of time, including full-time hours, on these investment-related and tax/investment purposes activities, and also sells non-variable insurance.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations10 states
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