Matthew Murphy (CRD# 5503314) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Montgomery, AL and has over 15 years of experience in the finance industry.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sanctuary Securities, Inc. | Montgomery, AL | Aug 2022 - Current | 1 |
| Sanctuary Advisors, LLC | Montgomery, AL | Aug 2022 - Current | 1 |
| Ubs Financial Services Inc. | Montgomery, AL | Mar 2008 - Aug 2022 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2008 |
- AL
-
Total Assets Under Management22,024MILLIONS
-
Total Number of Accounts49,099ACCOUNTS
-
Average Account Value$448,569
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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