Daniel Murphy (CRD# 2042726) is an Investment Advisor Representative working at Claris Financial, LLC in Glen Allen, VA and has over 21 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Claris Financial, LLC | Midlothian, VA | Jan 2014 - Current | 10 |
| Triad Advisors, Inc. | Norcross, GA | May 2017 - Oct 2022 | 5 |
| Lpl Financial | Midlothian, VA | Dec 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2006 |
- VA
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts1,030ACCOUNTS
-
Average Account Value$225,139
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, IL, MD, NC, NJ, NY, PA, TX, VA
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