Patrick Murchison Email & Phone Number
Senior Vice President, Divisional Director - Linsco by LPL Financial @ LPL Financial
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Patrick Murchison Location
- Charlotte, NC, US
Patrick Murchison Work
- Senior Vice President, Divisional Director - Linsco by LPL Financial @ (July 2023 - Present)
- Divisional Manager - Wealth Consulting @ (December 2019 - June 2023)
- Senior Vice President, Institution Services @ (March 2018 - December 2019)
- Vice President, Advisory Consulting Services Manager @ (December 2015 - March 2018)
- Vice President, Practice Management Consultant @ (August 2009 - December 2015)
- Business Development Officer - Advisor Services @ (August 2007 - August 2009)
- Relationship Manager - Advisor Services @ (September 2003 - April 2007)
- Branch Manager @ (June 1998 - September 2003)
- Financial Consultant @ (May 1994 - June 1998)
Patrick Murchison Education
- Winthrop University
Bachelor of Science (Finance)
1989-1993
Patrick Murchison Skills
- Series 7
- Series 63
- Series 65
- Mutual Funds
- Investment Advisory
- Wealth Management
- Retirement Planning
- Investments
- Asset Allocation
- Investment Strategies
- Financial Advisory
- Asset Managment
- Portfolio Management
- Alternative Investments
- Investment Management
- Practice Management
- Sales
- Business Analysis
- Microsoft Office
- Marketing
- Customer Service
- Credit
- Leadership
- Project Management
- Strategic Planning
- Financial Services
- Training
- Services
Patrick Murchison Summary
- Patrick Murchison, based in Charlotte, NC, US, is currently a Senior Vice President, Divisional Director - Linsco by LPL Financial at LPL Financial. Patrick Murchison brings experience from previous roles at LPL Financial. Patrick Murchison holds a 1989 - 1993 Bachelor of Science in Finance @ Winthrop University. With a robust skill set that includes Series 7, Series 63, Series 65, Mutual Funds, Investment Advisory and more. Patrick Murchison has 2 emails and 1 mobile phone numbers on RocketReach.
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