Bernard Murphy (CRD# 6186110) is an Investment Advisor Representative working at Arista Advisory Group, LLC in Capitola, CA and has 1 year of experience in the finance industry. Bernard Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 5946406
J.p. Morgan Securities LLC
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arista Advisory Group, LLC | Capitola, CA | Nov 2016 - Current | 7 |
| Arista Investment Advisors LLC | Albany, NY | Apr 2016 - Current | 8 |
| Dovetail Financial | Capitola, CA | Apr 2013 - Mar 2016 | 2 |
- CA
- CT
- NY
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts575ACCOUNTS
-
Average Account Value$303,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, FL, HI, LA, MA, NJ, NY, PA, TX, WA
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