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Lisa Murray

Charles Schwab & CO., Inc.

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About Lisa Murray

Lisa Murray is a financial advisor with Charles Schwab & Co., Inc. Lisa has been in the financial industry since 2007. She is a registered representative and holds the Series 6, 7, 24, 52, and 63 licenses. Prior to joining Charles Schwab & Co., Inc. Lisa worked for ROBINHOOD FINANCIAL, LLC, and VANGUARD MARKETING CORPORATION. Lisa is also a certified financial planner. Lisa is an expert in investment strategies and can help you reach your financial goals.

Firm Information

Lisa Murray is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Lisa Murray’s Registration & Firm History

AZ

08/21/2024 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

02/19/2021 - 05/06/2022

ROBINHOOD FINANCIAL, LLC (Tempe AZ)

AZ

09/09/2005 - 02/22/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 09/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/20/2017

Series 24 - General Securities Principal Examination

BC

Issued 09/09/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/08/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Lisa Murray.
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