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Mark Murphy

27 Years of Experience
Edina, MN
BrokerSells Insurance

Mark Murphy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Edina, MN, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5200 Willson Road, Suite 150, Edina, MN, 55424

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mark is an insurance agent selling term and long-term care insurance since 2015, dedicating a few hours per week to this activity. He is also an independent contractor for NorthStar Asset Management, spending minimal time on this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2014 - Present · 12 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
January 2014 - April 2014 · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2012 - April 2014 · 2 yrs 2 mos
Princor Financial Services CorporationBroker
September 2009 - January 2012 · 2 yrs 4 mos
Planco Financial Services, INC.Broker
June 1999 - August 2000 · 1 yr 2 mos
Weeden & Co.l.p.Broker
November 1992 - June 1999 · 6 yrs 7 mos
Fortis Investors, INC.Broker
April 1992 - December 1992 · 8 mos
First Options of Chicago, INC.Broker
August 1990 - September 1990 · 1 mo
Coordinated Capital Securities of Wi INC.Broker
September 1989 - December 1990 · 1 yr 3 mos
L'argent Equities LTD.Broker
May 1987 - September 1987 · 4 mos
Waddell & Reed, INC.Broker
January 1986 - May 1987 · 1 yr 4 mos
State Registrations23 states
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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.