Scott
Murray
Lpl Financial LLC
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About this Advisor
Scott Murray is a certified financial planner who works in West Des Moines, Iowa with 2 years of industry experience. Murray is an advisor for Lpl Financial LLC. During their career, the advisor has held roles at Avantax Investment Services, Inc, Tunik Murray Financial Group, Avantax Advisory Services, Avantax Insurance Agency, LLC, Tunink Murray Financial Group and Lpl Financial, LLC. Murray holds a Series 63 license, which qualifies them as a securities broker, and is registered to work in Iowa and Texas. Lpl Financial LLC is an advisory business that has its headquarters in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in total assets between its 1,688,501 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice largely depend on the type of services. Fee types charged by Lpl Financial LLC most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Scott Murray Work History
Scott has been registered as a financial advisor for 2 years.*
Lpl Financial, LLC
Tunink Murray Financial Group
Tunik Murray Financial Group
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avantax Investment Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Murray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Guaynabo, PR
Lake Oswego, OR
Riverside, CA
Encinitas, CA
Ansonia, CT
Salt Lake City, UT
Greensboro, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
