Donald J. Lagrange
MURPHY & SYLVEST
Dallas, TX 75240
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CRD#: 7161698
Professional summary
Donald Judd Lagrange, CFP® is a registered financial advisor currently at MURPHY & SYLVEST located in Dallas, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Donald has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I have a service-disabled veteran owned entity in the state of Texas named LaGrange Financial Group. It is used for insurance residual income and expenses. No clients of Murphy & Sylvest are involved with this entity. Hours spent on OBA during trading hours: 1; Hours spend on OBA outside of trading hours: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Judd Lagrange's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
May 15, 2020 - Present
MURPHY & SYLVEST
Office #1: 13760 Noel Road Suite 300, Dallas, TX 75240RIA
CRD#: 165130
Dallas, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M&
MURPHY & SYLVEST
MURPHY & SYLVEST | SYLVEST ADVISORS, LLC
CRD#: 165130 / SEC#: 801-113128
RIA
Registered Investment Advisory firm - (5/3/2018 Approved)Louisiana
Registered Investment Advisory firm - (5/4/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/15/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
M&
MURPHY & SYLVEST
MURPHY & SYLVEST | SYLVEST ADVISORS, LLC
CRD#: 165130 / SEC#: 801-113128
RIA
Registered Investment Advisory firm - (5/3/2018 Approved)Louisiana
Registered Investment Advisory firm - (5/4/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13760 Noel Road Suite 300, Dallas, TX 75240
Mailing Address
Phone number
(214) 373-8362
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,186 |
| AUM (Assets Under Management) | $ 378,968,097 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/20/2024 | ||
| 10/25/2023 | ||
| 12/07/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MURPHY & SYLVEST
CRD#: 165130Dallas, TX 75240TRUST BUT VERIFY
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