Randall Murphy
Randall Murphy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 18 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
607 Cascade W Parkway Se, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Randall owns RM Financial Strategies, a financial services DBA, and provides tax and accounting services as a CPA, taking about half of his time. He also owns a real estate LLC, is a board member for a religious organization, and is president of a Rotary Club chapter.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations3 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.