Lourdmurray

Lourdmurray (CRD# 140305) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $3,013,480,529 in 1,476 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,013
    MILLION
  • Total Number of Accounts
    1,476
    ACCOUNTS
  • Average Account Value
    $2,041,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

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

Financial Advisors at Lourdmurray
Showing 1 - 10 of 11 top financial advisors.
1
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.

2
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 12 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.

3
James A. Amerman
CRD#: 6151078
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
93
Wealthminder
score

James Amerman (CRD# 6151078) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 4 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.

4
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.

5
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 6 years of experience in the finance industry.

6
Luke Kulma
CRD#: 6534479
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
90
Wealthminder
score

Luke Kulma (CRD# 6534479) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has 1 year of experience in the finance industry. Luke Kulma 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.

7
Michael J. Lee
CRD#: 5774798
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
90
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.

8
Eric D. Matthews
CRD#: 6093050
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
90
Wealthminder
score

Eric Matthews (CRD# 6093050) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 5 years of experience in the finance industry.

9
Javier A. Sanchez
CRD#: 6391941
1615 Poydras Street, #820, New Orleans, LA 70112
88
Wealthminder
score

Javier Sanchez (CRD# 6391941) is an Investment Advisor Representative working at Lourdmurray in New Orleans, LA and has over 2 years of experience in the finance industry.

10
Palmer N. Murray
CRD#: 2402661
9777 Wilshire Blvd., Suite 1018, Beverly Hills, CA 90212
83
Wealthminder
score

Palmer Murray (CRD# 2402661) is an Investment Advisor Representative working at Lourdmurray in Beverly Hills, CA and has over 23 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.