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Brigitte Murphy

19 Years of Experience
Latham, NY
1 DisclosureBrokerSells Insurance

Brigitte Murphy is a registered investment advisor at LPL Financial LLC, based in Latham, NY, with 19 years of industry experience. Brigitte 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

3 Lear Jet Ln Stes 200N & 201N, Latham, NY, 12110

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History

Regulatory History (1)
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Employment Separation After Allegations
February 2022
Other Business ActivitiesSells Insurance

Brigitte operates Empire Financial Advisors Inc. and Brigitte Murphy Wealth Management, LLC, both DBAs for LPL business. She also co-owns SNAP Property Management, LLC, is a distributor for LifeVantage Corporation, and is involved with Advisor Insurance Brokers, dedicating minimal time to the first two and a few hours per week to the last.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2022 - Present · 4 yrs 6 mos
LPL Financial LLC
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Key Investment Services LLC
March 2021 - March 2022 · 1 yr
Key Investment Services LLCBroker
September 2016 - March 2022 · 5 yrs 6 mos
LPL Financial LLC
October 2013 - December 2014 · 1 yr 2 mos
LPL Financial LLCBroker
June 2010 - September 2016 · 6 yrs 3 mos
LPL Financial CorporationBroker
June 2010 - June 2010 · 0 mos
Uvest Financial Services Group, INC.Broker
May 2007 - June 2010 · 3 yrs 1 mo
State Registrations3 states
FLNYVA
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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