LPL Recruits Father/Son Duo from Cadaret Grant
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Jess Murphy and Nathan Murphy to its broker-dealer and the corporate registered investment advisor (RIA) platform.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added Jess Murphy and Nathan Murphy to its broker-dealer and the corporate registered investment advisor (RIA) platform. The father/son duo serves approximately $200 million in brokerage and advisory assets and join from Cadaret, Grant & Co.
Jess Murphy founded Murphy Financial Advisors in 1983 to provide comprehensive wealth management and financial planning to high-net-worth individuals, professionals and retirees. His son, Nathan Murphy, gained industry experience at a 401(k)-planning firm prior to joining the family business in 2009. Rounding out the team is financial professional Ryan Collins and a three-member office support staff. With the move to LPL, the Amarillo, Texas-based team will join the investment arm of Happy Investment Services.
“From financial planning to investment strategies to life insurance, we take a comprehensive approach to each client’s financial situation. We make it a priority to understand our clients’ goals and aspirations first and then build out customized plans based on individual needs,” said Jess, who has been a guest speaker at financial conferences nationally and internationally. He’s also a contributing author for the book, “Wealth, Enhancement and Preservation.”
LPL Financial provides service to approximately $762 billion in brokerage and advisory assets as of June 30, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 16,973 financial advisors.
