Max Paul Murphy
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Max Paul Murphy? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCAug 2025 to now
- UnemployedMar 2025 to Aug 2025
- AmericorpsOct 2024 to Mar 2025
- Boreal Waters Community FoundationMay 2024 to Aug 2024
- Covenant Ability NetworkNov 2023 to Mar 2025
- Food ForwardMay 2023 to Sep 2023
- NecApr 2022 to Sep 2022
- Jimmy JohnsAug 2021 to Apr 2022
- Eriks Bike ShopJan 2021 to Aug 2021
- TargetMar 2020 to Jan 2021
- University of Minnesota DuluthAug 2019 to Dec 2024
- UnemployedJun 2019 to Aug 2019
- Academy of Holy AngelsJul 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8145197
- Firm CRD
- 6413