BM
CFP
BM
CFP

Brent Murphree

25 Years of Experience
Osage Beach, MO
BrokerSells Insurance

Brent Murphree is a CFP-designated registered investment advisor at LPL Financial LLC, based in Osage Beach, MO, with 25 years of industry experience. Brent 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.

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
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Location

6011 Osage Beach Pkwy, Osage Beach, MO, 65065

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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

Brent operates under the DBAs Central Investment Advisors for his LPL business. He is also an agent for Investor Services Insurance, selling non-variable insurance products and dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
January 2009 - February 2018 · 9 yrs 1 mo
Invest Financial CorporationBroker
April 2007 - February 2018 · 10 yrs 10 mos
Pfic Securities CorporationBroker
September 2005 - April 2007 · 1 yr 7 mos
Fiserv Investor Services, INC.Broker
May 2005 - September 2005 · 4 mos
Edward JonesBroker
October 2001 - May 2005 · 3 yrs 7 mos
State Registrations29 states
ALARAZCACOFLGAIAIDILINKSMAMEMIMNMOMSNCNMOHORSCSDTNTXVAWAWI
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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