Unclaimed Profile

Palmer Neville Murray

LOURD CAPITAL, LLC·BEVERLY HILLS, California

Series 7, Series 31, Series 63, Series 6527 years registeredLOURD CAPITAL, LLC

9777 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 2402661Firm CRD# 140305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Palmer Neville Murray · BEVERLY HILLS, CA

Registration

CRD #2402661 · LOURD CAPITAL, LLC · 27 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jul 2019 – present

LOURDMURRAY

Oct 2012 – Aug 2019

BEVERLY HILLS, CA

MORGAN STANLEY

Jun 2009 – Oct 2012

LOS ANGELES, CA

MORGAN STANLEY & CO. INCORPORATED

May 1999 – Jun 2009

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 17, 1999

Years registered · 27

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LOURD CAPITAL, LLC

CRD 140305 · SEC 801-66803

AUM

$3.6B

Regulatory assets under management

Employees

1,737 client accounts

Services offered by LOURD CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOURD CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Palmer Neville Murray offer?

Palmer Neville Murray specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are Palmer Neville Murray's credentials?

Palmer Neville Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Palmer Neville Murray located?

Palmer Neville Murray is based in BEVERLY HILLS, California, working with LOURD CAPITAL, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does Palmer Neville Murray charge for services?

Palmer Neville Murray's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOURD CAPITAL, LLC?

LOURD CAPITAL, LLC has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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