James Murphy (CRD# 5897478) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orchard Park, NY and has over 12 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Longevity Wealth Partners, LLC | Orchard Park, NY | Mar 2022 - Current | 2 |
| Pruco Securities, LLC | Orchard Park, NY | Jun 2017 - Current | 6 |
| Prudential Insurance Company Of America | Orchard Park, NY | Jun 2017 - Current | 6 |
| Jpmurphyjr LLC | Glenwood, NY | Oct 2015 - Current | 8 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Mar 2011 - Oct 2016 | 5 |
| Mutual Of Omaha | Williamsville, NY | May 2010 - Oct 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
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