Matthew Murphy
CRD Number: 3068647Current Firm: Mission Wealth Management, LP
Compensation Model: Fee Only
Matthew Murphy, CFP (CRD# 3068647) is an Investment Advisor Representative and Principal at Murphy Capital Advisors, LLC in Goodyear, AZ and has over 20 years of experience in the finance industry. Matthew Murphy has taken additional exams to become a Certified Financial Planner (CFP®) Professional. 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 6741281
Charles Schwab & Company, Inc.
CRD# 5739535
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Wealth Management, LP | Santa Barbara, CA | Jan 2023 - Current | 1 |
| Murphy Capital Advisors, LLC | Goodyear, AZ | Nov 2004 - Jan 2023 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- AZ
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Total Assets Under Management7,073MILLIONS
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Total Number of Accounts9,939ACCOUNTS
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Average Account Value$711,637
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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