James Murphy (CRD# 5499485) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 15 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Integrity Financial | Council Bluffs, IA | Nov 2021 - Current | 2 |
The Leaders Group Inc. | Littleton, CO | Jul 2021 - Current | 2 |
Harvest Financial LLC | Omaha, NE | Apr 2021 - Nov 2021 | < 1 |
Corecap Investments | Southfield, MI | Apr 2020 - Apr 2021 | 1 |
Corecap Advisors | Southfield, MI | Apr 2020 - Apr 2021 | 1 |
James Murphy Insurance Agency | Omaha, NE | Mar 2019 - Apr 2021 | 2 |
State Farm Vp Management Corp. | Omaha, NE | May 2019 - Mar 2020 | < 1 |
State Farm Insurance | Omaha, NE | Sep 2018 - Feb 2019 | < 1 |
Td Ameritrade | Omaha, NE | Jul 2017 - Aug 2018 | 1 |
Get Smart Professional Learning Center | Omaha, NE | Feb 2014 - Oct 2017 | 3 |
Bancwest Investment Services | Omaha, NE | Apr 2015 - Jul 2017 | 2 |
Wells Fargo Advisors, LLC | Omaha, NE | Nov 2011 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2008 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- IA
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Total Assets Under Management1,621MILLIONS
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Total Number of Accounts7,160ACCOUNTS
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Average Account Value$226,334
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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