Lpl Financial LLC
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About this Advisor
Jonathan Murray is a financial advisor who works in Alcoa, Tennessee with a total of 1 year of industry experience. Murray is on the advisory team at Lpl Financial LLC. Their career trajectory has included roles at United Bank, Lpl Financial LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, Mid State Rv and Bbtis. Murray holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Florida and Tennessee. Lpl Financial LLC is a firm operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It manages $368 billion in assets under management among its 1,688,501 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% are associated with high-net-worth clients who have at least $1 million in investable assets. Lpl Financial LLC provides a diverse set 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. Financial advisory fee schedules usually depend on which services are offered. Fees billed by Lpl Financial LLC likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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
Jonathan Murray Work History
Jonathan has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
Mid State Rv
Lpl Financial LLC
*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.
Please visit the SEC profile of Jonathan 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
Sea Girt, NJ
Newport Beach, CA
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 firstname.lastname@example.org.
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