Holly Murphy-Barstow, financial advisor West Des Moines IA
93 score

Holly Murphy-Barstow

CRD Number: 1401748
Current Firm: Commonwealth Financial Network

Holly Murphy-Barstow (CRD# 1401748) is an Investment Advisor Representative working at Commonwealth Financial Network in West Des Moines, IA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Apr 2011 - Current 5
Barstow & Co Omaha , NE Jan 2000 - Current 16
Securities America, Inc. Omaha, NE Mar 2002 - Apr 2011 9
Securities America Advisors, Inc. Omaha, NE Mar 2002 - Apr 2011 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
S65 NASAA Investment Advisors Law Examination May 1992
Contact Info for Holly A. Murphy-Barstow
Phone Number: 781-736-0700
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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