TM
TM

Todd Murphy

10 Years of Experience
Metairie, LA
Broker

Todd Murphy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Metairie, LA, with 10 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

1 Galleria Blvd Suite 735, Metairie, LA, 70001-7522

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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

Todd performs general duties for Planning & Investment Centers, Inc. and The M Group, both support companies. He spends minimal time on each activity and neither is investment related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 3 mos
Previous Registrations
Intersecurities, INC.Broker
December 1999 - May 2006 · 6 yrs 5 mos
W. S. Griffith & CO., INC.Broker
November 1999 - December 1999 · 1 mo
State Registrations3 states
CALAMS
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.