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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Murphy is a financial advisor with LPL Financial LLC based in Woodbury, Minnesota. Patrick has been a registered representative since May 27, 1992 and is registered with FINRA as well as the states of Arizona, California, Colorado, Florida, Illinois, Iowa, Minnesota, Montana, Nevada, Pennsylvania, Texas, Washington, and Wisconsin. Patrick has a Series 7, Series 63, and Series 66 securities licenses, as well as a Series 66 IA license. Patrick has been in the financial industry for over 30 years. Previously, Patrick was employed by Ameriprise Financial Services, LLC, RBC Capital Markets, LLC, Morgan Stanley DW Inc., and Dain Rauscher Incorporated. Patrick's primary focus is in investment advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Patrick's practice includes working with clients on investments, retirement, college savings, and estate planning. Patrick has a strong commitment to helping his clients achieve their financial goals and is dedicated to providing them with the highest level of service.
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
MN
02/16/2021 - Present
LPL Financial LLC (WOODBURY MN)
MN
06/21/2013 - 02/16/2021
AMERIPRISE FINANCIAL SERVICES, LLC (LAKE ELMO MN)
MN
06/23/2006 - 07/01/2013
RBC CAPITAL MARKETS, LLC (ST. PAUL MN)
MN
04/03/2000 - 06/27/2006
MORGAN STANLEY DW INC. (ST. PAUL MN)
NY
03/02/1998 - 04/03/2000
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
05/28/1992 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BOTH
Issued 04/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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