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
- 2023 -now Senior Vice President, Divisional Director - Linsco by LPL Financial @
- 2019 -2023 Divisional Manager - Wealth Consulting @
- 2018 -2019 Senior Vice President, Institution Services @
- 2015 -2018 Vice President, Advisory Consulting Services Manager @
- 2009 -2015 Vice President, Practice Management Consultant @
- 2007 -2009 Business Development Officer - Advisor Services @
- 2003 -2007 Relationship Manager - Advisor Services @
- 1998 -2003 Branch Manager @
- 1994 -1998 Financial Consultant @
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 on RocketReach.
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