Brian Murphy, financial advisor Newbury Park CA
96 score

Brian Murphy

CRD Number: 4576085
Current Firm: Sagepoint Financial, Inc.

Brian Murphy (CRD# 4576085) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 14 years of experience in the finance industry. Brian Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Nathan Wallace, financial advisor Newbury Park CA
Nathan R. Wallace
CRD# 5646552
Greyfox Investors LLC
Score
103
Similar Advisors
Juan Ros, financial advisor Newbury Park CA
Juan C. Ros
CRD# 6028956
Lamia Financial Group, Inc.
Score
103
Similar Advisors
Alexander Cooke, financial advisor Newbury Park CA
Alexander R. Cooke
CRD# 4325623
Fairfield, Bush & Company
Score
100
Professional Designations
Company Name Location Dates Years
Sagepoint Financial Inc. Los Angeles, CA Mar 2012 - Current 4
Lmc Financial Los Angeles, CA Sep 2009 - Feb 2012 2
Ucla Los Angeles, CA Mar 2009 - Jul 2009 < 1
Themis Asset Los Angles, CA Sep 2005 - Mar 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Brian J. Murphy
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
  • CO
  • GA
  • HI
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Brian Murphy and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.