Eagle Strategies
46yrs
Top advisor by experience at Eagle Strategies
27yrs
James Patrick Murray
Financial advisor at LPL Financial
Based in Highlands Ranch, Colorado, James Patrick Murray is a fiduciary financial advisor with 27 years of industry experience. James has been with LPL Financial since 2025; before that, James spent 14 years at SCF Investment Advisors and four years at Next Financial Group. James holds the CFP® designation.
One of 174 advisors with offices in Highlands Ranch, and one of 157 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 17% by experience in Colorado
OfficeHighlands Ranch, CO
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2010 – 2025SCF Investment Advisors, Inc.Previously
- 2006 – 2010Next Financial Group, Inc.Previously
- 2004 – 2006Ameritas Investment Company, LLCPreviously
Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call LPL Financial at 704-733-3300 and ask for James Patrick Murray. James works from the Highlands Ranch, CO office.
How long has James been a financial advisor?
James has been in the industry since 1999, about 27 years. Top 17% by experience in Colorado.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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