JM
JM

Julie Murphy

9 Years of Experience
Madison, MS
Broker

Julie Murphy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, MS, with 9 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
Loading...

Location

223 Key Dr, Madison, MS, 39110

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2026 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - February 2025 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2021 - February 2025 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - May 2019 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - May 2019 · 5 yrs 9 mos
State Registrations1 state
MS
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.
Julie Murphy - Financial Advisor | TrueAdvisor