Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lori? Claim Your ProfileLori Julian-murphy is an investment advisor representative with Truist Advisory Services, Inc. Lori has been active in the financial services industry since 1986 and is registered to offer investment advice in Florida, Rhode Island and Texas. Lori is also a registered representative with FINRA. Prior to joining Truist Advisory Services, Inc., Lori worked at SunTrust Investment Services, Inc and NationsSecurities.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
08/10/2021 - Present
Truist Advisory Services, Inc. (BOCO RATON FL)
NA
07/23/1993 - 10/18/1994
NATIONSSECURITIES
MA
06/30/1993 - 07/16/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NY
01/16/1991 - 06/30/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CT
07/19/1990 - 01/23/1991
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
01/02/1990 - 07/23/1990
PRESCOTT, BALL & TURBEN, INC.
NY
11/23/1988 - 05/08/1990
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
12/06/1989 - 01/02/1990
GULFSTREAM FINANCIAL ASSOCIATES, INC.
NA
07/24/1987 - 11/29/1988
GREENTREE SECURITIES CORP.
NA
08/21/1985 - 07/31/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 09/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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