Joshua Murphey
Joshua Murphey is a registered investment advisor at LPL Financial LLC, based in Collierville, TN, with 4 years of industry experience. Joshua 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
140 S Main St Ste 29, Collierville, TN, 38017
Get directionsHistory
Regulatory History (2)
Financial
January 2021Financial
October 2020Other Business ActivitiesSells Insurance
Joshua operates Roop Financial Services as a DBA for his LPL business, dedicating full-time hours. He also engages in non-variable insurance activities, also full-time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
State Registrations18 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
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