Joseph MurphyCRD Number: 1448609
Current Firm: H.d. Vest Advisory Services, Inc.
Joseph Murphy (CRD# 1448609) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in San Rafael, CA and has over 21 years of experience in the finance industry. Joseph 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Financial Concepts Of Scottsdale Mortgage Inc.||Scottsdale, AZ||Dec 2009 - Current||6|
|Financial Concepts Of Scottsdale, LLC||Scottsdale, AZ||Jan 2008 - Current||8|
|Hd Vest Advisory Services||San Rafael, CA||Apr 2006 - Current||10|
|H. D. Vest Investment Services||San Rafael, CA||Feb 2005 - Current||11|
|Financial Concepts||San Rafael, CA||Jan 1988 - Current||28|
|Financial Objectives||Scottsdale, AZ||Jan 1997 - Dec 2007||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1995|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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