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Christian Mc Murray

Advisor at LPL Financial

Updated today

Location

Marshalltown, IA 50158

Credentials

Series 66

Industry experience

6 years

About

Christian Mc Murray is a Series 66-licensed financial advisor with LPL Financial, based in Marshalltown, IA, and has six years of industry experience. He has worked at LPL Financial since 2019 and holds concurrent roles involving wealth advisory services at First National Bank. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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

2101 S. Center St

Marshalltown, IA 50158

Most active in

Iowa · Texas

Work history

United Bank & Trust; Affiliate of First National Bank

2023 - Present (3 years)

LPL Financial

2019 - Present (7 years)

First National Bank

2018 - 2023 (5 years)

Unemployed

2017 - 2018 (1 year)

Drake University

2013 - 2017 (4 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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