Aaron Murphy (CRD# 7139550) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte, NC | Oct 2020 - Current | 3 |
| Unemployed | Charlotte, NC | Feb 2020 - Oct 2020 | < 1 |
| La Belle Helene | Charlotte, NC | Aug 2019 - Aug 2020 | 1 |
| Lpl Financial | Fort Mill, SC | Jun 2019 - Oct 2019 | < 1 |
| Napa On Providence | Charlotte, NC | Feb 2018 - Jun 2019 | 1 |
| King Tiger Taekwondo | Charlotte, NC | Jul 2015 - Jun 2018 | 2 |
| Harris Teeter | Charlotte, NC | Jan 2013 - Nov 2016 | 3 |
| Middle / High School | Charlotte, NC | Jan 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- NC
- TX
-
Total Assets Under Management1,093,689MILLIONS
-
Total Number of Accounts2,864,234ACCOUNTS
-
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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