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Brent Murphree Jr.

Advisor at LPL Financial

Updated today

Location

Osage Beach, MO 65065

Credentials

CFP®, Series 63, Series 66

Industry experience

24 years

About

Brent Murphree Jr. is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, and has prior affiliations with Invest Financial Corporation and Central Bank. Murphree also serves as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

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

6011 Osage Beach Pkwy

Osage Beach, MO 65065

Most active in

Arizona · Arkansas · California · Colorado · Illinois · Iowa · Kansas · Massachusetts · Michigan · Mississippi · Missouri · Oregon · Texas · Wisconsin

Work history

LPL Financial

2018 - Present (8 years)

Invest Financial Corporation

2007 - Present (19 years)

Central Bank

2005 - Present (21 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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Osage Beach, MO

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Derrick B

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Osage Beach, MO

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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