Todd Patrick Murphy

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → Present
  Raymond James Financial Services, Inc
  Metairie, LA
• 05/2012 → 10/2021
  Jefferson Chamber Of Commerce
  Metairie, LA
• 12/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Metairie, LA
• 04/2023 → Present
  Planning And Investment Centers, Inc
  Metairie, LA
• 04/2023 → Present
  M Wealth Advisors
  Metairie, LA

Other Businesses

(1)Name of Business: Greater New Orleans, Inc Address: 1100 Poydras St , Ste 3475, New Orleans , LA, 70163, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: No Start Date: 01/21/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Chair of the Policy Committee - chair meetings led by the organization's staff on economic development issues that impact growth in the New Orleans Region (2)Name of Business: M Wealth Advisors Address: 1 Galleria Blvd Ste 735, Metairie, LA, 70001-7522, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/10/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Men of Fashion Address: 7 Chateau Trianon Drive , Kenner , LA, 70065, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Raise money for the New Orleans Ballet (4)Name of Business: Planning and Investment Centers, Inc Address: 1 Galleria Blvd Ste 735, Metairie, LA, 70001-7522, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/04/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (5)Name of Business: Port of New Orleans - Board of Commissioners Address: 1350 Port of New Orleans Place , New Orleans , LA, 70130, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 07/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-14
• S63 Uniform Securities Agent State Law Examination
  2022-12-02