Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lora? Claim Your ProfileLora Murphy is a financial advisor with Creative Planning, a firm that manages over $175 billion in assets. Lora has over 20 years of experience in the financial services industry. Lora specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Lora has a strong understanding of the financial needs of high-net-worth individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
10/04/2022 - Present
Creative Planning (OVERLAND PARK KS)
NY
10/16/2003 - 08/31/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
12/19/2000 - 08/05/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
CT
10/25/1994 - 02/12/1996
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 11/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Lora Murphy is the right advisor for you? Invested Better is here to help.
