Staci Murphy (CRD# 4220360) is an Investment Advisor Representative working at Lpl Financial LLC in Maple Grove, MN and has over 22 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Maple Grove, MN | Jan 2024 - Current | < 1 |
| Royal Alliance Associates, Inc. | Maple Grove, MN | Jan 2015 - Jan 2024 | 9 |
| Financial Dimensions Group, Inc. | Maple Grove, MN | Jan 2015 - Jan 2024 | 9 |
| H.d. Vest Advisory Services | Forest Lake, MN | Feb 2014 - Dec 2014 | < 1 |
| Rychely Financial | Forest, MN | Jan 2014 - Dec 2014 | < 1 |
| Hd Vest Investment Services | Forest Lake, MN | Dec 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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