Travis Murphy, financial advisor Saukville WI
89 score

Travis Murphy

CRD Number: 6204333
Current Firm: Edward Jones

Travis Murphy (CRD# 6204333) is an Investment Advisor Representative working at Edward Jones in Saukville, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2013 - Current 3
University Of Wisconsin-la Crosse La Crosse, WI Jan 2013 - May 2013 < 1
Briar Patch La Crosse, WI Jun 2012 - Jan 2013 < 1
University Directories La Crosse, WI May 2012 - Aug 2012 < 1
University Of Wisconsin-la Crosse La Crosse, WI Sep 2011 - May 2012 < 1
Community Bank Cbd Delavan, WI May 2010 - Aug 2011 1
University Of Wisconsin-la Crosse La Crosse, WI Sep 2009 - May 2010 < 1
Parks And Recreation Of Delavan Delavan, WI May 2009 - Aug 2009 < 1
Waterfront Pub And Eatery Delavan, WI May 2009 - Aug 2009 < 1
Delavan Darien High School Delavan, WI Sep 2007 - May 2009 1
United States Soccer Federation Delavan, WI Apr 2003 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Travis J. Murphy
Phone Number: 314-515-2000
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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

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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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