Kyle Murphy
Kyle Murphy is a registered investment advisor at LPL Financial LLC, based in Henrico, VA, with 25 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
6243 River Rd Ste 5, Henrico, VA, 23229
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Regulatory History (4)
Customer Dispute
January 2017Employment Separation After Allegations
August 2016Customer Dispute
May 2016Customer Dispute
February 2015Other Business ActivitiesSells Insurance
Kyle uses Murphy Insurance Solutions for tax/investment purposes, dedicating about 10-20% of their time. Kyle also engages in non-variable insurance activities through Prevail Wealth Management, spending about 10-20% of their time, and uses Prevail Wealth Management as a DBA for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Clearview Financial, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations4 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.