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Lisa Link Murphy

Advisor at Raymond James & Associates

Updated today

Location

Russellville, AL

Credentials

Series 66

Industry experience

14 years

About

Lisa Link Murphy is a financial advisor with Raymond James & Associates in Russellville, Alabama, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm provides tailored financial plans and investment recommendations using proprietary research and planning tools, and it also delivers institutional consulting and public finance services.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Wealth management

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Retired Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.

Commissions

Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.

Location

Russellville, AL

Most active in

Alabama

Work history

Raymond James & Associates

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert J

Series 63

Russellville, AL

Edward Jones

Robert Jones is a financial advisor with Edward Jones, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

John R

Series 66

Russellville, AL

Edward Jones

John Riggs is a financial advisor with Edward Jones in Russellville, AL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for the Marion County Board of Education and Liberty Free Will Baptist Church. Outside of his advisory role, he serves as President and Chairman of the Board for Enviame (Send Me), Inc., a company he founded. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides various advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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