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LJ
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Lori Julian-Murphy

Truist Advisory Services, INC.
39 Years of Experience
Boca Raton, FL
2 DisclosuresBroker
View SEC Summary
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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Town Center Rd, Ste 200, Boca Raton, FL, 33486

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 1997
Award / Judgment
Customer Dispute
May 1996
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
November 2016 - Present · 9 yrs 11 mos
Truist Investment Services, INC.
January 1996 - Present · 30 yrs 9 mos
Truist Investment Services, INC.Broker
January 1996 - Present · 30 yrs 9 mos
Previous Registrations
Suntrust Investment Services, INC.
November 2003 - December 2016 · 13 yrs 1 mo
NationssecuritiesBroker
July 1993 - October 1994 · 1 yr 3 mos
Nationsbanc Securities, INC.Broker
June 1993 - July 1993 · 1 mo
Lehman Brothers INC.Broker
January 1991 - June 1993 · 2 yrs 5 mos
Dominick & Dominick, IncorporatedBroker
July 1990 - January 1991 · 6 mos
Prescott, Ball & Turben, INC.Broker
January 1990 - July 1990 · 6 mos
Gulfstream Financial Associates, INC.Broker
December 1989 - January 1990 · 1 mo
G. K. Scott & CO., INC.Broker
November 1988 - May 1990 · 1 yr 6 mos
Greentree Securities CORP.Broker
July 1987 - November 1988 · 1 yr 4 mos
The Stuart-James Company, INC.Broker
August 1985 - July 1987 · 1 yr 11 mos
State Registrations31 states
ALARAZCACOCTFLGAILINMAMDMENCNHNJNYOHOKORPAPRRISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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