Unclaimed
Brent Murphree is a financial advisor currently registered with LPL Financial LLC. Brent has been in the financial industry since 2001 and holds a Series 7, Series 63, Series 66, and SIE license. Brent also holds the Certified Financial Planner designation. Brent provides financial advice to individuals, corporations, and charitable organizations. Brent is also registered as an investment advisor representative in multiple states.
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.
1
2
MO
02/14/2018 - Present
LPL Financial LLC (OSAGE BEACH MO)
MO
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (OSAGE BEACH MO)
MO
09/21/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (CAMDENTON MO)
TX
05/19/2005 - 09/21/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MO
10/10/2001 - 05/18/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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