William Murphy, financial advisor Jacksonville FL
93 score

William Murphy

CRD Number: 5336310
Current Firm: Advice And Planning Services

William Murphy (CRD# 5336310) is an Investment Advisor Representative working at Advice And Planning Services in Jacksonville, FL and has over 9 years of experience in the finance industry.

Similar Advisors
Daniel Orlovsky, financial advisor Jacksonville FL
Daniel J. Orlovsky
CRD# 1961196
Northwestern Mutual Investment Services,llc
Score
108
Similar Advisors
Michelle Ash, financial advisor Jacksonville FL
Michelle L. Ash
CRD# 4561598
Paragon Wealth Strategies, LLC
Score
103
Similar Advisors
Katie Burke, financial advisor Jacksonville FL
Katie G. Burke
CRD# 4962228
Wealth By Empowerment
Score
103
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Jacksonville, FL Oct 2017 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Jacksonville, FL Oct 2017 - Current < 1
Aruba Land LLC Nashport, OH Nov 2012 - Current 5
Camarda Wealth Advisory Group Fleming Island, FL Jun 2017 - Oct 2017 < 1
Raymond James Financial Services, Inc. Zanesville, OH Jan 2012 - Jun 2017 5
Raymond James Financial Services Advisors Inc. Zanesville, OH Jan 2012 - Jun 2017 5
Century National Bank Zanesville, OH Dec 2011 - Jun 2017 5
Wells Fargo Winsotn Salem, NC Jan 2011 - Dec 2011 < 1
Park National Bank Newark, OH Aug 2008 - Jan 2011 2
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Jan 2010 1
Raymond James Financial Services, Inc. Newark, OH Sep 2008 - Jan 2010 1
Chase Investment Services Corp Columbus, OH Nov 2005 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for William J. Murphy
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Ready to hire a financial advisor? Get competitive proposals from William Murphy and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.