Lisa Marie Murphy

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 08/2013 → 02/2019
  Altegris Investments
  La Jolla, CA
• 02/2019 → 09/2019
  Bradley Wealth Management
  San Diego, CA
• 09/2019 → 12/2021
  Alphacore Capital Llc
  La Jolla, CA
• 01/2022 → Present
  Mission Wealth Management, Lp
  San Diego, CA

Previous Registrations

• 2019-09-25 → 2021-08-30
  Alphacore Capital Llc
  La Jolla, CA
• 2019-06-10 → 2019-09-16
  Bradley Wealth Llc
  San Diego, CA

Other Businesses

3rd Decade (non-profit); volunteer; 04/2023; 0 during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-06-10
• S63 Uniform Securities Agent State Law Examination
  2016-11-22

Designations

• Certified Financial Planner

Other Names

• Lisa Maria Patton
• Lisa Marie Patton