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.

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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
  • Total Number of Accounts
  • Average Account Value
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


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