James Murphy, financial advisor Lebanon TN
96 score

James Murphy

CRD Number: 1011819
Current Firm: Bfc Planning, Inc.

James Murphy (CRD# 1011819) is an Investment Advisor Representative working at Bfc Planning, Inc. in Lebanon, TN and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities Management & Research, Inc. Galveston, TX Sep 1981 - Current 35
American National Ins Co Galveston, TX Feb 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
Contact Info for James T. Murphy
Phone Number: 319-447-5700
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
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)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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