Russell Murfitt, financial advisor Tigard OR

Russell Murfitt

CRD Number: 3042871
Current Firm: Lpl Financial LLC

Russell Murfitt (CRD# 3042871) is an Investment Advisor Representative working at Lpl Financial LLC in Tigard, OR and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Portland, OR Jun 2020 - Current 3
Royal Alliance Lake Oswego, OR Jan 2003 - Jun 2020 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Russell D. Murfitt
Phone Number: 704-733-3300
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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