Connor MurphyCRD Number: 6992996
Current Firm: Fidelity Personal And Workplace Advisors
Connor Murphy (CRD# 6992996) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Washington, DC and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Fidelity Brokerage Services LLC||Washington Dc, DC||Jun 2018 - Current||4|
|Unc Chapel Hill||Chapel Hill, NY||Feb 2016 - May 2018||2|
|Veritude||Washington, DC||Jun 2017 - Aug 2017||< 1|
|Firethorne Country Club||Waxhaw, NC||Jun 2014 - Aug 2016||2|
|Autobell Car Wash||Waxhaw, NC||Jun 2012 - Aug 2014||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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