Unclaimed
Todd Patrick Murphy is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Metairie, Louisiana. Todd has been in the financial services industry since 1999. Todd holds a Series 6, Series 7, Series 63, and Series 65 license. Todd is registered in Louisiana as an investment advisor representative and as a broker-dealer. Todd specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
LA
01/17/2023 - Present
Raymond James Financial Services Advisors, Inc. (Metairie LA)
LA
12/03/1999 - 05/02/2006
INTERSECURITIES, INC. (METAIRIE LA)
CT
11/05/1999 - 12/07/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 01/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/14/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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