Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Murphy is a financial advisor registered with LPL Financial LLC. Aaron has been working in the financial services industry since 2006. Aaron is licensed to provide securities and investment advisory services in Arizona, California, Connecticut, Florida, Illinois, Maine, Maryland, Massachusetts, New Hampshire, North Carolina, Ohio, Rhode Island, South Carolina, Texas, and Vermont. Aaron is also a registered investment advisor in Massachusetts and Texas. Aaron has a variety of experience working with different clients and providing different services including: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
08/11/2023 - Present
LPL Financial LLC (SHREWSBURY MA)
MA
06/23/2006 - 08/14/2023
COMMONWEALTH FINANCIAL NETWORK (Shrewsbury MA)
MA
01/31/2006 - 05/31/2006
SIGNATOR INVESTORS, INC. (WEST BOROUGH MA)
IA
Issued 04/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2018
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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