Max Murphy's Location
Charlotte, NC, US
Max Murphy's Work
- Senior Financial Advisor @ LPL Financial
- Financial Advisor @ LPL Financial
- Senior Associate @ Vanguard
- Financial Advisor @ Plante Moran
- Wealth Management Campus Ambassador @ Plante Moran
- Wealth Management Intern @ Plante Moran
- Financial Analyst @ Western Michigan University Foundation Student-Managed Investment Fund
- Financial Planning Assistant @ Zhang Financial
Max Murphy's Education
- Western Michigan University - Haworth College of Business
Bachelor's degree (Major: Personal Financial Planning / Minor: Psychology)
- Western Michigan University - Lee Honors College
Bachelor of Business Administration - BBA (Personal Financial Planning)
- University College Dublin
(Psychology)
Max Murphy's Skills
- Communication
- Teamwork
- Team Leadership
- Microsoft Office
- Customer Service
- Time Management
- Customer Satisfaction
- Self Driven
- Management
- Bloomberg
Max Murphy's Summary
Max Murphy, based in Charlotte, NC, US, is currently a Senior Financial Advisor at LPL Financial, bringing experience from previous roles at LPL Financial, Vanguard and Plante Moran. Max Murphy holds a Bachelor's degree in Major: Personal Financial Planning / Minor: Psychology @ Western Michigan University - Haworth College of Business. With a robust skill set that includes Communication, Teamwork, Team Leadership, Microsoft Office, Customer Service and more, Max Murphy contributes valuable insights to the industry. Max Murphy has 4 emails and 1 mobile phone number on RocketReach.
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