Lourdmurray

Lourdmurray (CRD# 140305) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $4,017,840,405 in 1,736 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,018
    MILLION
  • Total Number of Accounts
    1,736
    ACCOUNTS
  • Average Account Value
    $2,314,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, HI, IL, LA, MS, NJ, NV, NY, PA, TX, WA

Financial Advisors at Lourdmurray
Showing 1 - 10 of 14 top financial advisors.
1
James A. Amerman
CRD#: 6151078
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
96
Wealthminder
score

James Amerman (CRD# 6151078) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 5 years of experience in the finance industry. James Amerman 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.

2
Helen S. Chu
CRD#: 5544993
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
96
Wealthminder
score

Helen Chu (CRD# 5544993) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 8 years of experience in the finance industry. Helen Chu 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.

3
Jennifer V. Enlow
CRD#: 4849622
1615 Podyras Street, Suite 820, New Orleans, LA 70112
96
Wealthminder
score

Jennifer Enlow (CRD# 4849622) is an Investment Advisor Representative working at Lourdmurray in New Orleans, LA and has over 13 years of experience in the finance industry. Jennifer Enlow 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.

4
Richard C. Nott
CRD#: 5713925
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
96
Wealthminder
score

Richard Nott (CRD# 5713925) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 8 years of experience in the finance industry. Richard Nott 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.

5
Michael J. Lee
CRD#: 5774798
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
93
Wealthminder
score

Michael Lee (CRD# 5774798) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 5 years of experience in the finance industry.

6
B. B. Lourd
CRD#: 1425175
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
93
Wealthminder
score

B. Lourd (CRD# 1425175) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 30 years of experience in the finance industry.

7
Cade B. McNown
CRD#: 5890499
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
93
Wealthminder
score

Cade McNown (CRD# 5890499) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 7 years of experience in the finance industry.

8
Khe T. Tran
CRD#: 4298357
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
93
Wealthminder
score

Khe Tran (CRD# 4298357) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 16 years of experience in the finance industry.

9
Stephanie Schaaf
CRD#: 6663569
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
91
Wealthminder
score

Stephanie Schaaf (CRD# 6663569) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has 1 year of experience in the finance industry.

10
Charlotte C. Berry
CRD#: 6754721
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
90
Wealthminder
score

Charlotte Berry (CRD# 6754721) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has 1 year of experience in the finance industry. Charlotte Berry 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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