Lauree Markham-MurphyCRD 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|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|
Total Assets Under Management214MILLIONS
Total Number of Accounts653ACCOUNTS
Average Account Value$327,939
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NE, VT