Colin Murphy, financial advisor West Des Moines IA
76 score

Colin Murphy

CRD Number: 6400215
Current Firm: Cuso Financial Services, LP

Colin Murphy (CRD# 6400215) is an Investment Advisor Representative working at Cuso Financial Services, LP in West Des Moines, IA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA May 2016 - Current < 1
Edward Jones St. Louis, MO Oct 2014 - Apr 2016 1
Colin Murphy, P.c. Clear Lake, IA Jan 2009 - Oct 2014 5
North Iowa Area Community College Mason City, IA Aug 2003 - Aug 2011 8
Clear Lake Community School District Clear Lake, IA Mar 2010 - Jun 2011 1
Fitzsimmons & Vervaecke Law Firm, Plc Mason City, IA Dec 2003 - Dec 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Colin C. Murphy
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
76

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