Kathryn Murphy
Kathryn Murphy is a registered investment advisor at LPL Financial LLC, based in Mt. Juliet, TN, with 9 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
2031 N Mt Juliet Rd Ste 200, Mt. Juliet, TN, 37122
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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 ActivitiesSells Insurance
Kathryn provides investment advisory services through Private Advisor Group, Inc., dedicating full-time hours to this activity. She is also a life and health insurance agent and involved with benefit enrollment, spending minimal time on each.
Employment History
Current Registrations
LPL Financial LLC
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
On Investment Management CO
The O.N. Equity Sales CompanyBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations7 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.