Nicholas Murphy (CRD# 4557550) is an Investment Advisor Representative working at Counterweight Private Wealth in Wilmington, NC and has over 21 years of experience in the finance industry. Nicholas 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.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Counterweight Private Wealth | Wilmington, NC | Sep 2023 - Current | < 1 |
| Tcwp Llc Dba Counterweight Private Wealth | Beachwood, OH | Sep 2021 - Oct 2023 | 2 |
| Rbc Wealth Management | Raleigh, NC | Jul 2004 - Sep 2021 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2002 |
- NC
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Total Assets Under Management137MILLIONS
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Total Number of Accounts291ACCOUNTS
-
Average Account Value$470,818
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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