Phoenix, AZ 20860 N. Tatum Blvd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,716 advisors across 10,432 offices
Location
20860 N. Tatum Blvd. Suite 300
Phoenix AZ 85050
Advisors at this office
3
Advisors at this office
Stuart M
Series 63, Series 66
Phoenix, AZ
LPL Financial
Stuart Murray is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2009. Outside of his advisory role, he is involved in several business entities, including SMurray Enterprises LLC and a partnership in BDC Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management strategies supported by research and model portfolios.
Jordan B
Series 66
Phoenix, AZ
LPL Financial
Jordan Bunker is a financial advisor at LPL Financial based in Phoenix, AZ, holding a Series 66 designation with six years of experience in the industry. His prior experience includes roles at Kent State University and Loyola University Chicago. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Ira S
Series 63, Series 65
Phoenix, AZ
LPL Financial
Ira Shapiro is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He worked at Wells Fargo Advisors Financial Network LLC from 2010 to 2020 before joining LPL Financial in 2020. Outside of his advisory role, he operates Ira Shapiro LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services that include discretionary and non-discretionary management supported by research and model portfolios.
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