Darlene MurphyCRD Number: 4552364
Current Firm: Wellesley Investment Advisors, Inc.
Darlene Murphy (CRD# 4552364) is an Investment Advisor Representative working at Wellesley Investment Advisors, Inc. in Wellesley, MA and has 1 year of experience in the finance industry. Darlene 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.
Walnut Hill Advisors, LLC
|Wellesley Investment Advisors||Wellesley, MA||Jul 1991 - Current||25|
|Sudbury Wealth Management, Inc.||Sudbury, MA||May 2009 - Dec 2010||1|
Total Assets Under Management2,319MILLIONS
Total Number of Accounts1,888ACCOUNTS
Average Account Value$1,228,268
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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