Unclaimed Profile

Daniel Clary Murphy

LODESTONE WEALTH MANAGEMENT LLC·SPOKANE, Washington

SIE, Series 7, Series 24, Series 28, Series 66Clean record26 years registeredLODESTONE WEALTH MANAGEMENT LLC

9 S WASHINGTON ST, SPOKANE, WA 99201CRD# 4418879Firm CRD# 151115

Profile Verification

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

Identity

Daniel Clary Murphy · SPOKANE, WA

Registration

CRD #4418879 · LODESTONE WEALTH MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

LODESTONE WEALTH MANAGEMENT LLC

Oct 2009 – present

BOZARTH INVESTMENT MNGT

Feb 2000 – Oct 2009

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 28

Series 66

Registration record

First registered · February 28, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LODESTONE WEALTH MANAGEMENT LLC

CRD 151115 · SEC 801-120040

AUM

$274M

Regulatory assets under management

Employees

644 client accounts

Services offered by LODESTONE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LODESTONE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Clary Murphy offer?

Daniel Clary Murphy specializes in Financial Planning, Investment Management. Contact their office in SPOKANE, Washington for a consultation.

What are Daniel Clary Murphy's credentials?

Daniel Clary Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Clary Murphy located?

Daniel Clary Murphy is based in SPOKANE, Washington, working with LODESTONE WEALTH MANAGEMENT LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.

How does Daniel Clary Murphy charge for services?

Daniel Clary Murphy's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LODESTONE WEALTH MANAGEMENT LLC?

LODESTONE WEALTH MANAGEMENT LLC has approximately 4 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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