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Kyle Murphy

LPL Financial LLC
25 Years of Experience
Henrico, VA
4 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Kyle Murphy is a registered investment advisor at LPL Financial LLC, based in Henrico, VA, with 25 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6243 River Rd Ste 5, Henrico, VA, 23229

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2017
Settled
Employment Separation After Allegations
August 2016
Customer Dispute
May 2016
Settled
Customer Dispute
February 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
November 2024 - Present · 1 yr 11 mos
LPL Financial LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Osaic Wealth, INC.Broker
November 2018 - November 2024 · 6 yrs
Osaic Wealth, INC.
November 2018 - November 2024 · 6 yrs
Signator Investors, INC.
January 2017 - November 2018 · 1 yr 10 mos
Signator Investors, INC.Broker
October 2016 - November 2018 · 2 yrs 1 mo
Clearview Financial, LLC
February 2016 - August 2016 · 6 mos
Eagle Strategies LLC
May 2014 - February 2016 · 1 yr 9 mos
Nylife Securities LLCBroker
September 2000 - February 2016 · 15 yrs 5 mos
State Registrations6 states
CTNCNYPAVAVT
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.
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