Creede MurphyCRD Number: 6235625
Current Firm: American Assets Capital Advisers, LLC
Creede Murphy (CRD# 6235625) is an Investment Advisor Representative working at American Assets Capital Advisers, LLC in San Diego, CA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|American Assets Capital Advisers, LLC||San Diego, CA||Sep 2014 - Current||3|
|American Assets Investment Management||San Diego, CA||Mar 2013 - Sep 2014||1|
|American Asset Investment Management||San Diego, CA||Jun 2011 - Mar 2013||1|
|Gateway Partners Inc.||San Diego, CA||Jan 2011 - Jun 2011||< 1|
|Creede Murphy Design||San Diego, CA||Jan 2007 - Jan 2011||4|
|Placemakers||San Diego, CA||Jan 2007 - Jan 2011||4|
|Mouzon Design||Albuquerque, NM||Jan 2000 - Jan 2011||11|
|Stantec||San Diego, CA||May 2008 - Aug 2008||< 1|
|Dekker/perich/sabatini||Albuquerque, NM||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2013|
Total Assets Under Management154MILLIONS
Total Number of Accounts24ACCOUNTS
Average Account Value$6,429,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, PA, TX
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.