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Chadwick Murray

Advisor at LPL Financial

Updated today

Location

Allegany, NY 14706

Credentials

CFP®, Series 66

Industry experience

15 years

About

Chadwick Murray is a CFP® professional with 15 years of industry experience, currently affiliated with LPL Financial since 2018. He has prior experience at Invest Financial Corporation and Community BANK, where he has worked since 2012. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, and high-net-worth households. The firm offers diverse investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

3140 W State Rd

Allegany, NY 14706

Most active in

Massachusetts · Michigan · New Jersey · New York · North Carolina · Ohio · Pennsylvania

Work history

LPL Financial

2018 - Present (8 years)

Community BANK

2012 - Present (14 years)

Invest Financial Corporation

2012 - 2018 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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