Breene Murphy (CRD# 7468858) is an Investment Advisor Representative working at Carbon Collective Investing, LLC in Laguna Beach, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Carbon Collective Investing, LLC | Albany, CA | Jun 2021 - Current | 2 |
Ep Wealth Advisors | Torrance, CA | Jan 2016 - Jun 2021 | 5 |
Engle + Murphy, | Long Beach, CA | Mar 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- CA
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Total Assets Under Management123MILLIONS
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Total Number of Accounts1,136ACCOUNTS
-
Average Account Value$108,158
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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