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Jean Lydia Murphy

LPl Financial LLC

San Diego, CA

Santee, CA

CRD 5198824

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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:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-06-21
  • CA RA
    APPROVED
    Since 2013-06-21

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Santee, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial San Diego CA 03/2006 Present
  • 03/2006 → Present
    Lpl Financial
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-21
  • S66 Uniform Combined State Law Examination
    2013-06-21
Other Names
  • Jean Lydia Dixon

View on SEC IAPD

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Nearby Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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