Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Murchison is a financial advisor registered with LPL Financial LLC. Patrick has been in the financial industry since 1993, working with clients in Fort Mill, South Carolina. Patrick is a registered representative and investment advisor representative, and he is licensed to sell securities in all 50 states. Patrick has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, and investment advisory services. He has also worked with Charles Schwab & Co., Inc., TIAA-CREF Individual & Institutional Services, LLC, Waterhouse Securities, Inc., and F.N. Wolf & Co., Inc.
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
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
NC
09/17/2007 - 08/14/2009
CHARLES SCHWAB & CO., INC. (CHARLOTTE NC)
NC
05/31/2007 - 08/23/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
GA
05/10/1994 - 05/08/2007
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
NE
03/01/1994 - 05/02/1994
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NA
05/20/1993 - 02/15/1994
F.N. WOLF & CO., INC.
IA
Issued 01/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Murchison is the right advisor for you? Invested Better is here to help.
