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Aaron Murphy

20 Years of Experience
Shrewsbury, MA
BrokerSells Insurance

Aaron Murphy is a registered investment advisor at LPL Financial LLC, based in Shrewsbury, MA, with 20 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

181 Main Street, Suite 200, Shrewsbury, MA, 01545

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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

Aaron has several DBAs for his LPL business, spends full-time hours at Murphy Wealth Management Global, and is a notary and hockey referee. He also sells term/whole life insurance and fixed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
LPL Financial LLC
August 2023 - Present · 3 yrs 1 mo
LPL Financial LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
April 2014 - August 2023 · 9 yrs 4 mos
Commonwealth Financial NetworkBroker
June 2006 - August 2023 · 17 yrs 2 mos
Signator Investors, INC.Broker
January 2006 - May 2006 · 4 mos
State Registrations17 states
AZCACTFLILMAMDMENCNHNYOHRISCTXVAVT
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.
Aaron Murphy - Financial Advisor | TrueAdvisor