Lauree Markham-Murphy, financial advisor Redwood Shores CA
96 score

Lauree Markham-Murphy

CRD Number: 5384438
Current Firm: Mccarthy Asset Management, Inc.

Lauree Markham-Murphy (CRD# 5384438) is an Investment Advisor Representative working at Mccarthy Asset Management, Inc. in Redwood Shores, CA and has over 9 years of experience in the finance industry. Lauree Markham-Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mccarthy Asset Management, Inc. Redwood Shores, CA May 2014 - Current 2
Murphy Financial Planning El Granada, CA Apr 2013 - Current 3
Nestwise LLC El Granada, CA Apr 2013 - Sep 2013 < 1
Lauree Markham-murphy, Dba Murphy Financial Planning El Granada, CA Jun 2007 - Apr 2013 5
Lpl Financial San Francisco, CA Jan 2010 - Dec 2010 < 1
Gosho Financial Group San Francisco, CA Feb 2009 - Jan 2010 < 1
Nurserymen's Exchange Half Moon Bay, CA Apr 2001 - May 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Lauree J. Markham-Murphy
Phone Number: 650-610-9540
Firm Website: http://mamportfolios.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $327,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, NE, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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