Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
40yrs
Daniel Murphy is a fiduciary financial advisor in Lake Oswego, Oregon, with 40 years in the industry. Daniel joined Osaic Wealth in 2023, after three years at Osaic Services and three years at LPL Financial. Daniel’s designations include CFA and CFP®.
One of 548 advisors with offices in Lake Oswego, and one of 514 fiduciaries.
At a glance
Experience40 years (since 1986)
How that compares ?Top 4% by experience in Oregon
Office3 Centerpoiinte Drive Suite 200, Lake Oswego, OR 97035
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2023Osaic Services, Inc.Previously
- 2018 – 2020LPL Financial LLCPreviously
- 2009 – 2018Steward Partners Investment Solutions, LLCPreviously
- Jun 2009 – Jun 2009Morgan StanleyPreviously
- 2004 – 2009Citigroup Global Markets Inc.Previously
- Jul 2003 – Aug 2004Wells Fargo Clearing Services, LLCPreviously
- 1993 – 2003Prudential Equity Group, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Osaic Wealth at (800) 821-5100 and ask for Daniel Murphy. Daniel works from the Lake Oswego, OR office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1986, about 40 years. Top 4% by experience in Oregon.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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.
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