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Charlene Murphy

2 Years of Experience
St Louis, MS
Broker

Charlene Murphy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St Louis, MS, with 2 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

843 Highway 90 Bay, St Louis, MS, 39520

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Charlene is an owner/proprietor involved in thrifting and reselling clothing, music memorabilia, and household goods as a hobby, dedicating minimal time to this activity. She is also an associate/employee at Martinez Wealth Management, Inc., spending minimal time on this role as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2023 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
State Registrations2 states
LAMS
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.