Based in Vancouver, Washington, Andy Murphy is a fiduciary financial advisor with 21 years of industry experience. Andy joined LPL Financial in 2025, after four years at Cuso Financial Services and a year at Securities America Advisors. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Services through LPL Financial
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Cuso Financial Services, L.P.Previously
- Nov 2020 – Jul 2021Securities America Advisors, Inc.Previously
- 2018 – 2020KMS Financial Services, Inc.Previously
- Sep 2017 – Oct 2017Cetera Advisors LLCPreviously
- May 2016 – Jan 2017Morgan StanleyPreviously
- Jul 2014 – Jan 2016Fisher InvestmentsPreviously
- Apr 2012 – Jul 2013Valic Financial Advisors, Inc.Previously
Earlier career (1 more)
- Sep 2005 – Dec 2005Ameriprise Financial Services, LLCPreviously
Questions to ask Andy
Tailored to Andy’s registration and firm.
- 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
About Andy
How do I contact Andy?
Call LPL Financial at (704) 733-3300 and ask for Andy Murphy. Andy works from the Vancouver, WA office.
How long has Andy been a financial advisor?
Andy has been in the industry since 2005, about 21 years. More experience than 66% of advisors in Vancouver.
What licenses does Andy hold?
Series 66. Tap any license on this page to see what it allows.
Is Andy a fiduciary?
Andy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andy paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.