Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Lydia Murphy is a registered representative with LPL Financial LLC in San Diego, CA. Jean has been in the financial services industry since July 22, 2012. Jean holds the following licenses: Series 66, Series 99TO, SIE, and Series 7. Jean specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jean's firm, LPL Financial LLC, manages more than $50 billion in assets for over 168,915 clients. LPL Financial LLC is a publicly traded company with offices in Fort Mill, South Carolina.
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
CA
06/21/2013 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 06/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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