Lance O'brian Murphy
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Jan 2022 to now
- Edward JonesJan 2019 to Jan 2022
- InvescoJul 2018 to Nov 2018
- Pluscolumn Wealth Solutions, LLCSep 2017 to Jun 2018
- Stratera Holdings LLCJul 2017 to Sep 2017
- Not EmployedAug 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2566042
- Firm CRD
- 705