Veronica Murphy, financial advisor Sarasota FL

Veronica Murphy

CRD Number: 1011151
Current Firm: Vision Asset Management Investments, LLC

Veronica Murphy (CRD# 1011151) is an Investment Advisor Representative working at Vision Asset Management Investments, LLC in Sarasota, FL and has over 40 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Keller Williams Sarasota, FL Jun 2014 - Current 8
Vision Asset Management Investments, LLC Sarasota, FL Jun 2012 - Current 10
Fl Independent Insurance Agent Sarasota, FL Jan 2012 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Jan 2001
Disclosure Information

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.

Get Details on the FINRA Advisor Check site
Contact Info for Veronica A. Murphy
Phone Number: 203-415-5581
Registered State(s):
  • FL
Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $750,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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