Beverly Dunphy (CRD# 2614989) is an Investment Advisor Representative working at Himco, LLC in Morristown, NJ and has over 27 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Himco LLC | Morristown, NJ | May 2020 - Current | 3 |
| Fap Usa, LP | New York, NY | Jun 2017 - May 2020 | 2 |
| Fap Usa, LP | New York, NY | Apr 2017 - Jun 2017 | < 1 |
| Bnp Paribas | New York, NY | Aug 2015 - Apr 2017 | 1 |
| Greenhill & Company, LLC | New York, NY | Oct 2012 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- NJ
-
Total Assets Under Management963MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$30,091,335
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
NJ
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.