Lori Julian-Murphy
Lori Julian-Murphy is a registered investment advisor at Truist Advisory Services, INC., based in Boca Raton, FL, with 39 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
1 Town Center Rd, Ste 200, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 1997Customer Dispute
May 1996Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
NationssecuritiesBroker
Nationsbanc Securities, INC.Broker
Lehman Brothers INC.Broker
Dominick & Dominick, IncorporatedBroker
Prescott, Ball & Turben, INC.Broker
Gulfstream Financial Associates, INC.Broker
G. K. Scott & CO., INC.Broker
Greentree Securities CORP.Broker
The Stuart-James Company, INC.Broker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.