Daniel Murphy, financial advisor Shoreview MN

Daniel Murphy

CRD Number: 5441938
Current Firm: Greater Good Financial

Daniel Murphy (CRD# 5441938) is an Investment Advisor Representative working at Greater Good Financial in Shoreview, MN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Greater Good Financial LLC Shoreview, MN Apr 2021 - Current 2
Resources Investment Advisors, Inc. Golden Valley, MN Sep 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Daniel J. Murphy
Phone Number: 651-233-7195
Registered State(s):
  • AZ
  • CA
  • MN
Current Firm Details
Greater Good Financial
Firm's CRD Number: 313918
By the Numbers
  • Total Assets Under Management
    20
    MILLIONS
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $136,054
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, MN

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