Lori Julian-MurphyCRD Number: 1391582
Current Firm: Suntrust Investment Services, Inc.
Lori Julian-Murphy (CRD# 1391582) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Palm Beach, FL and has over 32 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2009 - Current||8|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 1996 - Aug 2009||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
- Customer Dispute
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV