Lee Michael Murphy (CRD# 5852214) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Morgan Hill, CA and has over 12 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 4301372
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Morgan Hill, CA | Mar 2020 - Current | 4 |
| Securities America, Inc. | Morgan Hill, CA | Dec 2016 - Current | 7 |
| Morgan Hill Community Foundation | Morgan Hill, CA | Oct 2014 - Current | 9 |
| Rnp Advisory Services, Inc. | Morgan Hill, CA | Nov 2014 - Mar 2020 | 5 |
| Rnp Advisory Services / Rnp Estate & Insurance | Morgan Hill, CA | Nov 2014 - Mar 2020 | 5 |
| Foothill Securities, Inc. | Watsonville, CA | Nov 2014 - Dec 2016 | 2 |
| Securian Financial Services | St. Paul, MN | May 2011 - Nov 2014 | 3 |
| Minnesota Life Insurance Co | St. Paul, MN | Dec 2010 - Nov 2014 | 3 |
| Sgc Financial | San Mateo, CA | Dec 2010 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- CA
- TX
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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