Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Murl? Claim Your ProfileMurl Leland Vincent is a financial advisor with over 30 years of experience in the financial services industry. Murl is currently registered with LPL Financial LLC, where Murl has been employed since April 2016. Previously, Murl worked with Transamerica Financial Advisors, Inc. Murl holds Series 7, Series 1, and SIE licenses and is registered in Louisiana and New Jersey. Murl specializes in helping individuals and families reach their financial goals.
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
LA
04/21/2016 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
09/04/2009 - 05/03/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LAKE CHARLES LA)
LA
11/19/1993 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LAKE CHARLES LA)
CA
03/06/1987 - 12/31/1992
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
02/27/1974 - 12/31/1992
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
05/01/1970 - 05/01/1974
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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