EM
CFP
EM
CFP

Elizabeth Murphy

29 Years of Experience
Ashland, OR
Broker

Elizabeth Murphy is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ashland, OR, with 29 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

545 A Street, Unit 1, Ashland, OR, 97520

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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

Elizabeth owns and manages rental real estate since 2009, dedicating minimal time. She is also the President of Evolve Wealth, taking about half of Elizabeth's time, and the President of Murphy Financial Partners, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2010 - Present · 16 yrs 1 mo
Raymond James Financial Services, INC.Broker
August 2000 - Present · 25 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1996 - August 2000 · 3 yrs 8 mos
State Registrations14 states
AZCACTFLMTNCNJNYORSCTNTXWAWI
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.
Elizabeth Murphy - Financial Advisor | TrueAdvisor