Verified Veteran Owned Business
  • Home
  • Pricing
  • Placement Services
  • Principal/Agent
  • White Label
  • News
  • Sign Up
  • Login

Hybrid managing $200 million switches to LPL from Cadaret Grant


« Return to News

Murphy Financial Advisors, a hybrid team managing $200 million in Amarillo, Texas, has switched affiliations to LPL from Cadaret Grant & Co. The six-person team will use LPLs broker-dealer and corporate registered investment adviser platforms.

The group also is joining Happy Investment Services, the wealth management arm of Happy State Bank.

The team is led by Jess Murphy, who founded the firm in 1983, and his son, Nathan. It includes adviser Ryan Collins and three support staffers.

[More: Meet LPLs latest adviser tech tool Meeting Manager]

The post Hybrid managing $200 million switches to LPL from Cadaret Grant appeared first on InvestmentNews.

« Return to Dashboard

Have any Questions?

We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.

A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month

Contact Us

Adviser First Partners

Subscribe to our mailing list.

Veteran Owned Business

Quick Links
  • Home
  • Schedule Meeting
  • Listen & Subscribe to Our Podcast
  • Contact
  • New Item
Your Account
  • News
  • Schedule Meeting
  • Register
  • Login
  • Dashboard
  • Sign Out
  • New Item
  • New Item
Get In Touch

P.O. Box 12
Ionia, NY 14475

Phone: +1 (585) 329-9661
Email: info@adviserfirstpartners.com

© 2025 Adviser First Partners. All Rights Reserved.

Web Design by eLink Design, Inc., a Kentucky Web Design company