Brian MurphyCRD 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 15 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.
Greyfox Investors LLC
Invictus Asset Management LLC
Lamia Financial Group, Inc.
|Sagepoint Financial Inc.||Los Angeles, CA||Mar 2012 - Current||5|
|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|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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