Murray Louis Hougen

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2008 → 01/2019
  Waddell & Reed, Inc.
  San Diego, CA
• 10/2008 → 01/2019
  Various Insurance Carriers For W & R Insurance Agencies
  San Diego, CA
• 01/2019 → Present
  Lpl Financial, Llc
  San Diego, CA

Previous Registrations

• 2008-10-28 → 2019-01-28
  Waddell & Reed
  Irvine, CA
  San Diego, CA
  Riverside, CA
  Las Vegas, NV
• 2006-02-08 → 2008-10-16
  Msi Financial Services, Inc.
  San Diego, CA

Other Businesses

1. 1/22/2019 - MURRAY & ELIZABETH HOUGEN FAMILY TRUST - Investment Related - Home Based - Act in a Fiduciary Capacity - Co-Trustee - Started 1/2006. 2. 11/27/2019 - The Murray Hougen Group - DBA: Invision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 160 Hours Per Month/5 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Murray Hougen
• Murray Louis Hougen
• Murray L Hougen