LM
LM

Larry Murphy

5 Years of Experience
Pensacola, FL
BrokerSells Insurance

Larry Murphy is a registered investment advisor at Eagle Strategies LLC, based in Pensacola, FL, with 5 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

125 West Romana Street, Suite 720, Pensacola, FL, 32502

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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 ActivitiesSells Insurance

Larry is a member of the Louis Maygarden Center for Financial Literacy, dedicating minimal time to behind-the-scenes work. He also operates under the DBA name of Atlas Financial Strategies, LLC for selling New York Life products and services.

Employment History
Current Registrations
Eagle Strategies LLC
March 2023 - Present · 3 yrs 2 mos
Nylife Securities LLCBroker
February 2021 - Present · 5 yrs 3 mos
State Registrations14 states
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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.