LM
LM

Lance Murphy

27 Years of Experience
Houston, TX
Broker

Lance Murphy is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5847 San Felipe St., Suite 1550, Houston, TX, 77057

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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 Activities

Lance is involved with Armada El Campo Shopping Center, Ltd. and DAM Shepherd, LLC, both commercial real estate strip centers, since 2005 and 2004 respectively. He also is involved with Spring Tactical Training LLC, a gym, since 2009; Lance spends minimal time on these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Raymond James & Associates, INC.
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Edward JonesBroker
January 2019 - January 2022 · 3 yrs
Edward Jones
January 2019 - January 2022 · 3 yrs
Invesco Advisers, INC.
August 2018 - December 2018 · 4 mos
Invesco Distributors, INC.Broker
August 2018 - December 2018 · 4 mos
Provasi Capital Partners LPBroker
August 2017 - September 2017 · 1 mo
Fs2 Capital Partners, LLCBroker
June 2011 - August 2015 · 4 yrs 2 mos
Hines Real Estate Investments, INC.Broker
November 2008 - September 2010 · 1 yr 10 mos
Van Kampen Advisors INC
April 2004 - October 2008 · 4 yrs 6 mos
Van Kampen Funds INC.Broker
November 1999 - October 2008 · 8 yrs 11 mos
Lord Abbett Distributor LLCBroker
August 1997 - November 1999 · 2 yrs 3 mos
A I M Distributors, INC.Broker
January 1995 - July 1997 · 2 yrs 6 mos
State Registrations13 states
ALCACTFLILLAMSNYOKORPATXWA
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.
Lance Murphy - Financial Advisor | TrueAdvisor