RM
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Russell Murfitt

27 Years of Experience
Woodburn, OR
BrokerSells Insurance

Russell Murfitt is a registered investment advisor at LPL Financial LLC, based in Woodburn, OR, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

1393 Meridian Drive #2, Woodburn, OR, 97071

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Russell operates US Investors International as a DBA for his LPL business and owns Russ Murfitt Photography. He also engages in non-variable insurance activities, dedicating minimal time to this.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2020 - Present · 5 yrs 11 mos
LPL Financial LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Royal Alliance Associates, INC.
January 2003 - June 2020 · 17 yrs 5 mos
Royal Alliance Associates, INC.Broker
January 2003 - June 2020 · 17 yrs 5 mos
Morgan Stanley Dw INC.Broker
June 1998 - December 2002 · 4 yrs 6 mos
State Registrations12 states
AKALAZCAIDINMTORTXVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Russell Murfitt - Financial Advisor | TrueAdvisor