Peter MurphyCRD Number: 5427375
Current Firm: United Planners' Financial Services Of America A Limited Partner
Peter Murphy (CRD# 5427375) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Pompton Plains, NJ and has over 9 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|United Planners' Financial Services||Scottsdale, AZ||Mar 2014 - Current||3|
|Peter Murphy - Author||Santa Fe, NM||Feb 2014 - Current||3|
|University Of New Mexico||Los Alamos, NM||Jan 2012 - Current||5|
|Oshara Village Combined Associations||Santa Fe, NM||Jan 2012 - Current||5|
|Santa Fe Community College||Santa Fe, NM||Jan 2011 - Current||6|
|American Prosperity Group||Wayne, NJ||Aug 2007 - Current||10|
|Santa Fe Retirement & Estate Planning Services, LLC||Santa Fe, NM||Aug 2007 - Current||10|
|Peter And Lisa Murphy Rental Properties||Santa Fe, NM||Jul 2004 - Current||13|
|Bcg Securities Inc.||Santa Fe, NM||Aug 2007 - Mar 2014||6|
|Office Of The Secretary Of Defense||Washington, DC||Oct 2006 - Aug 2007||< 1|
|Usn/uss Tarawa (lha 1)||San Diego, CA||Nov 2003 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Jun 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Judgments / Liens
Total Assets Under Management1,806MILLIONS
Total Number of Accounts9,587ACCOUNTS
Average Account Value$188,339
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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