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
34 years
Location
Eureka Springs, AR
CL Wealth Management LLC
Multi-team
Joe Murray is a financial advisor with CL Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., and Ifs Securities, Inc. Outside of his advisory work, he operates Eureka Designs, a resort service business offering historical walking tours, weddings, and jewelry sales in Holiday Island, Arkansas. CL Wealth Management LLC is an SEC-registered multi-advisor firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides portfolio advisory services, financial planning, and access to the Envestnet platform, tailoring investment strategies through fundamental and technical analysis with a focus on both discretionary and non-discretionary management.
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
34 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
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 licenses and has 34 years of experience in the industry. He has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a combination of model-based and customized investment strategies, along with ongoing due diligence and portfolio monitoring.
Series 63, Series 65
Berryville, AR
Benjamin F. Edwards & Company, Inc.
Mavis Lehr is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Benjamin F. Edwards since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Lehr also serves as a power of attorney for an investment-related matter outside of her advisory role. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing about $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.
Series 63, Series 65
Berryville, AR
LPL Financial
Joseph Mcclung Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2011 and has a long-standing association with Cornerstone Bank, where he serves as a senior vice president and participates on management, benefits, and training committees. Outside of his advisory role, he owns and operates an automotive car wash business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, leveraging a national network of investment adviser representatives.
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