Paul Murphy (CRD# 1130211) is an Investment Advisor Representative working at Wealth Quarterback LLC in Toms River, NJ and has over 11 years of experience in the finance industry. Paul 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# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 6728845
Ades Wealth Management Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Quarterback. LLC | Toms River, NJ | Apr 2016 - Current | 8 |
| Jalinski Advisory Group | Toms River, NJ | Jul 2015 - Current | 8 |
| American Portfolios Financial Services, Inc. | Holbrook, NY | Nov 2016 - Dec 2020 | 4 |
| J.w. Cole Financial, Inc. | Tampa, FL | Aug 2015 - Apr 2016 | < 1 |
| J. W. Cole Advisors, Inc. | Tampa, FL | Aug 2015 - Apr 2016 | < 1 |
| Princor Financial Services Corporation | Melville, NY | Feb 2013 - Jul 2015 | 2 |
| Principal Life Insurance Company | Melville, NY | Feb 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
- CT
- NJ
- NY
- PA
- SC
- TX
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Total Assets Under Management288MILLIONS
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Total Number of Accounts1,740ACCOUNTS
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Average Account Value$165,561
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, DE, FL, MA, MO, NC, NH, NJ, NY, PA, SC, TX, VA
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