Brian Murphy, financial advisor Johnson City NY

Brian Murphy

CRD Number: 1618217
Current Firm: Trg Capital Management, Inc.

Brian Murphy (CRD# 1618217) is an Investment Advisor Representative working at Trg Capital Management, Inc. in Johnson City, NY and has over 37 years of experience in the finance industry. Brian 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
Trg Capital Management Raleigh, NC Dec 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
Contact Info for Brian J. Murphy
Phone Number: 919-239-4163
Registered State(s):
  • FL
  • NY
  • NC
  • PA
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    97
    MILLIONS
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $273,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, NC, NY, PA, SC, TX

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