Kevin Murray (CRD# 2628944) is an Investment Advisor Representative working at Lpl Financial LLC in Staten Island, NY and has over 28 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Staten Island, NY | Mar 2022 - Current | 2 |
| Woodbury Financial Services Inc. | Staten Island, NY | Oct 2017 - Mar 2022 | 4 |
| Fire Dept Of New York | New York, NY | Aug 1998 - Mar 2019 | 20 |
| National Planning Corporation | State Island, NY | Sep 2016 - Oct 2017 | 1 |
| Lincoln Financial Advisors | Staten Island, NY | Jan 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- NY
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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