Brian Murphy (CRD# 1396154) is an Investment Advisor Representative working at Allworth Financial, LP in Tucson, AZ and has over 38 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 3272252
Edward Jones
CRD# 4840087
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allworth Financial, LP | Sacramento, CA | Dec 2020 - Current | 3 |
| My Pathway, LLC | Tucson, AZ | Nov 2014 - Dec 2020 | 6 |
| Pathways Financial Partners,inc. | Tucson, AZ | Jun 1998 - Dec 2020 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1985 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1993 |
- AZ
-
Total Assets Under Management19,314MILLIONS
-
Total Number of Accounts66,085ACCOUNTS
-
Average Account Value$292,255
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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