Peter Murphy, financial advisor Santa Fe NM
84 score

Peter Murphy

CRD Number: 5427375
Current Firm: Financial Partners, LLC

Peter Murphy (CRD# 5427375) is an Investment Advisor Representative working at Financial Partners, LLC in Santa Fe, NM and has over 10 years of experience in the finance industry. Peter 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.

Similar Advisors
David Cantor, financial advisor Santa Fe NM
David A. Cantor
CRD# 1237872
Longview Asset Management, LLC
Score
100
Similar Advisors
Kristina Alley, financial advisor Santa Fe NM
Kristina E. Alley
CRD# 2908861
Santa Fe Advisors LLC
Score
96
Similar Advisors
Carl Benanty, financial advisor Santa Fe NM
Carl A. Benanty
CRD# 5133775
Raymond James Financial Services Advisors, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Financial Partners, LLC Santa Fe, NM Oct 2016 - Current 1
Lpl Financial, LLC Santa Fe, NM Sep 2016 - Current 1
University Of New Mexico Los Alamos, NM Jan 2012 - Current 6
Oshara Village Combined Associations Santa Fe, NM Jan 2012 - Current 6
Santa Fe Community College Santa Fe, NM Jan 2011 - Current 7
Santa Fe Retirement & Estate Planning Services, LLC Santa Fe, NM Aug 2007 - Current 10
Peter And Lisa Murphy Rental Properties Santa Fe, NM Jul 2004 - Current 13
United Planners' Financial Services Scottsdale, AZ Mar 2014 - Sep 2016 2
Peter Murphy - Author Santa Fe, NM Feb 2014 - Sep 2016 2
American Prosperity Group Wayne, NJ Aug 2007 - Sep 2016 9
Bcg Securities Inc. Santa Fe, NM Aug 2007 - Mar 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jun 2008
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:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Peter D. Murphy
Phone Number: 505-795-7910
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    462
    ACCOUNTS
  • Average Account Value
    $275,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

AZ, CA, CO, NM, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
84

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.