John Murphy (CRD# 2829209) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Casey, IL and has over 27 years of experience in the finance industry.
CRD# 3238945
Ameriprise Financial Services, LLC
CRD# 6862499
Edward Jones
CRD# 2669254
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ipi Wealth Management | Casey, IL | Nov 2000 - Current | 23 |
| Investment Planners, Inc. | Decatur, IL | Nov 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- IL
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Total Assets Under Management2,147MILLIONS
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Total Number of Accounts10,573ACCOUNTS
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Average Account Value$203,109
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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