Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
35 years
Location
Eureka Springs, AR
CL Wealth Management LLC
Multi-team
Joe Murray is a financial advisor at CL Wealth Management LLC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise, IFS Securities, and J.W. Cole Advisors. Outside of his advisory work, he operates Eureka Designs, providing resort services such as historical walking tours, weddings, and jewelry sales in Holiday Island, Arkansas. CL Wealth Management LLC offers portfolio advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm utilizes various investment strategies including fundamental and technical analysis, model portfolios, and option strategies, managing accounts on both discretionary and non-discretionary bases.
Based on CL Wealth Management LLC
Based on CL Wealth Management LLC
Flat fees for financial planning services may not exceed $5,000
$25,000 - $100,000: 2.25% $100,000 - $250,000: 2.00% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $2,000,000: 1.25% $2,000,000 - Negotiable: Negotiable
Commission-based compensation through affiliated broker-dealer Cabot Lodge Securities LLC for certain representatives
Standard planning and consulting fee is $350 per hour
Account minimum: $25,000
Eureka Springs, AR
Eureka Springs AR
Advisors at this office
1
Arkansas · California · Missouri · Oklahoma · Texas
35 years of industry experience
CL Wealth Management LLC
2023 - Present • 3 years
Schaumburg, IL
Cabot Lodge Securities LLC
2023 - Present • 3 years
Schaumburg, IL
J.W. Cole Advisors, Inc.
2019 - 2022 • 3 years
Tampa, FL
J.W. Cole Financial, Inc
2019 - 2022 • 3 years
Tampa, FL
IFS Securities, Inc.
2012 - 2019 • 7 years
Atlanta, GA
Ameriprise
1991 - 2012 • 21 years
AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Allen Rogers is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 registrations and has 35 years of industry experience. Prior to joining Benjamin F. Edwards in 2016, he worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and M&A advisory, utilizing proprietary strategies alongside third-party model providers.
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc. in Berryville, AR, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2016, following roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory work, she has a limited investment-related role as a power of attorney for another individual. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers comprehensive investment and financial planning services, combining proprietary and third-party model strategies with in-house equity and fixed income management.
Series 63, Series 65
Berryville, AR
LPL Financial
Joseph Mcclung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2011 and has a longstanding association with Cornerstone Bank since 1997, where he serves as a senior vice president and board member involved in management, benefits, and training committees. Outside of his advisory work, he owns and operates an automotive car wash business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.
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