Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Russell? Claim Your ProfileRussell David Murfitt is a financial advisor at LPL Financial LLC, located in Tigard, Oregon. Russell has been in the financial industry since August 4, 1998. He is a licensed broker-dealer and investment advisor representative. Russell is also registered with FINRA and the SEC. He holds the Series 7, 24, 31, 63, and 65 licenses. Russell's professional experience includes roles at Royal Alliance Associates, Inc. and Morgan Stanley DW Inc. Russell specializes in a variety of financial services, including financial planning, portfolio management, and investment consulting.
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
OR
06/12/2020 - Present
LPL Financial LLC (TIGARD OR)
OR
01/14/2003 - 06/17/2020
ROYAL ALLIANCE ASSOCIATES, INC. (TUALATIN OR)
NY
06/26/1998 - 12/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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