Max
Murphy

Lpl Financial LLC

CRD#7431255
Investment Advisor
in Fort Mill, SC

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About this Advisor

Max Murphy is a financial advisor based in Fort Mill, South Carolina, working with Lpl Financial LLC. Max has previously held positions at Plante Moran Financial Advisors, Vandenberg Furniture, Vandenberg Furniture Company, All City Management, University College Dublin, Dile Inc, Zhang Financial, Superior Scape Inc, United Parcel Service, Charter Township Of Shelby, Ch, Macomb LLC, Keith Murphy, Rochester Mills Beer Co, Western Michigan University, University College Of Dublin, Utica Eisenhower High School, The Vanguard Group, Inc, and Lpl Financial LLC. Max has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina, South Carolina, and Texas. Currently, Max is part of Lpl Financial LLC, which operates out of Fort Mill, South Carolina. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1055 Lpl Way
Fort Mill, SC 29715

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

SC Average: $646,059,043
Total Number of Employees

35,841

SC Average: 13
Total Number of Accounts

1,910,545

SC Average: 661
Average Account Size

$242,588

SC Average: $977,396

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

Max Murphy Work History

2022 - Present (3 years)

Lpl Financial LLC

2021 - 2022 (1 year)

The Vanguard Group, Inc

2020 - 2022 (2 years)

Plante Moran Financial Advisors

2020 - 2020 (< 1 year)

None

2019 - 2020 (1 year)

Vandenberg Furniture

2019 - 2019 (< 1 year)

Plante Moran Financial Advisors

2019 - 2019 (< 1 year)

Vandenberg Furniture Company

2019 - 2019 (< 1 year)

All City Management

2018 - 2018 (< 1 year)

University College Dublin

2018 - 2018 (< 1 year)

University College Of Dublin

2017 - 2018 (1 year)

Dile Inc

2017 - 2018 (1 year)

Zhang Financial

2017 - 2017 (< 1 year)

Superior Scape Inc

2017 - 2017 (< 1 year)

Dile Inc

2016 - 2017 (1 year)

United Parcel Service

2016 - 2016 (< 1 year)

Charter Township Of Shelby

2016 - 2020 (4 years)

Western Michigan University

2015 - 2015 (< 1 year)

Ch, Macomb LLC

2015 - 2015 (< 1 year)

Keith Murphy

2015 - 2015 (< 1 year)

Rochester Mills Beer Co

2014 - 2014 (< 1 year)

Keith Murphy

2012 - 2016 (4 years)

Utica Eisenhower High School

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Disclosures

Please visit the SEC profile of Max Murphy 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

Eric Matthews
Fort Mill, SC
James Wunsch
Victor, ID
Nathan Strietbeck
Cumberland, MD
Carson Waddell
Brevard, NC
Benjamin Bolen
Troy, MI
Nathan Messer
Saint Albans, MO
Joseph Mccormick
Madison, WI
Cohen Lacour
Alexandria, LA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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