John Murphy (CRD# 3184314) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Andover, MA and has over 22 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Tech Federal Cu | Andover, MA | May 2014 - Current | 9 |
| Addison Avenue Investment Services | Andover, MA | Jan 2012 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | Andover, MA | Jan 2012 - Current | 12 |
| Raymond James Financial Services, Inc. | Andover, MA | Jan 2012 - Current | 12 |
| Addison Avenue Financial Partners, LLC | Andover, MA | Jun 2004 - Current | 19 |
| First Tech Federal Credit Union | Andover, MA | Jun 2004 - May 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2003 |
- MA
- NH
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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