Lance O'BRian Murphy

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 07/2017 → 09/2017
  Stratera Holdings Llc
  Dallas, TX
• 08/2015 → 07/2017
  Not Employed
  Dallas, TX
• 09/2017 → 06/2018
  Pluscolumn Wealth Solutions, Llc
  Dallas, TX
• 07/2018 → 11/2018
  Invesco
  Houston, TX
• 01/2019 → 01/2022
  Edward Jones
  Saint Louis, MO
• 01/2022 → Present
  Raymond James & Associates, Inc.
  Houston, TX

Previous Registrations

• 2019-01-28 → 2022-01-10
  Edward Jones
  Houston, TX
  St Louis, MO
  Houston, TX
• 2018-08-20 → 2018-12-04
  Invesco Advisers, Inc.
  Houston, TX
• 2004-04-26 → 2008-10-29
  Van Kampen Advisors Inc
  Oakbrook Terrace, IL

Other Businesses

Armada El Campo Shopping Center, Ltd. Type of business: commercial real estate strip center Houston, TX Start date: 3/4/2005 Hours per week: 0 Hours during trading: 0 LPT DAM Shepherd, LLC Type of business: commercial real estate strip center Houston, TX Start date: 3/18/2004 Hours per week: 0 Hours during trading: 0 LPT Spring Tactical Training LLC Type of business: Gym Spring, TX Start date: 3/1/2009 Hours per week: 0 Hours during trading: 0 LPT

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-04-16
• S63 Uniform Securities Agent State Law Examination
  1996-01-17

Other Names

• Lance Obrian Murphy
• Lance O'BRian Murphy