Whitney Elizabeth Murray
Investment adviser representative at LPL Financial LLC
15 yearsExperience
15 statesRegistered in
$819.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCJul 2021 to now
- Steven GotoJan 2017 to Jul 2021
- Kjerulf IncFeb 2015 to Jul 2021
- Vista Heights CondominiumsJul 2013 to Sep 2018
- Various Insurance Carriers for W & R Insurance AgenciesJul 2011 to Jul 2021
- Waddell & Reed, Inc.Jul 2011 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 15 states (AK, CA, CO, FL, ID, LA, MN, NC, NJ, NM, OR, SD, TX, VA, WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
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
- 5644404
- Firm CRD
- 6413