Katelyn Murray is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chico, CA, with 12 years of industry experience. Katelyn 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
669 Palmetto Ave Suite J, Chico, CA, 95926
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Katelyn is a notary public for existing clients, dedicating minimal time to this activity. She also operates under FocalPoint Wealth Management and Wealthcare Advisory Partners, LLC as an investment advisor, spending about half her time on these activities. Katelyn also has a business entity for tax/investment purposes.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Wealthcare Advisory Partners LLC
LPL Financial LLC
State Registrations13 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.
Exams
More Advisors
- Devin Potter, CFPLPL Financial LLC
- Stephen LimLPL Financial LLC
- Muhammad Khaki, CFPLPL Financial LLC
- Ashlyn Rollins-Koons, CFPLPL Financial LLC
- Max MiracleLPL Financial LLC
- Ryan Larrabee, CFPLPL Financial LLC