Nathan Murphy, financial advisor Amarillo TX

Nathan Murphy

CRD Number: 4561576
Current Firm: Cwm, LLC

Nathan Murphy (CRD# 4561576) is an Investment Advisor Representative working at Cwm, LLC in Amarillo, TX and has over 21 years of experience in the finance industry. Nathan 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA Oct 2022 - Current 1
Cwm, Llc Dba Carson Wealth Amarillo, TX Oct 2022 - Current 1
Cwm, Dba Carson Partners - Crd # 155344 Amarillo, TX Oct 2022 - Current 1
58th St. Properties, LLC Amarillo, TX Jan 2015 - Current 9
Happy State Bank Amarillo, TX Aug 2020 - Oct 2022 2
Lpl Financial Amarillo, TX Aug 2020 - Oct 2022 2
Cadaret, Grant & Company, Inc. Amarillo, TX Sep 2009 - Aug 2020 10
Murphy Financial Advisors, Inc. Amarilo, TX Sep 2009 - Aug 2020 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Nathan W. Murphy
Phone Number: 402-330-0808
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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