Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andy? Claim Your ProfileAndy Murphy is a registered representative with Cuso Financial Services, LP. Andy has been in the securities industry since 2007 and has a broad range of experience, including working with Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Andy is licensed to sell securities in multiple states, including Washington, Oregon, Colorado, and Arizona. Andy specializes in providing financial planning and investment management services to individuals, businesses, and non-profits.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
07/06/2021 - Present
Cuso Financial Services, LP (Vancouver WA)
WA
11/06/2020 - 07/15/2021
SECURITIES AMERICA, INC. (Camas WA)
WA
03/16/2018 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Camas WA)
OR
09/26/2017 - 10/30/2017
CETERA ADVISORS LLC (MILWAUKIE OR)
WA
05/20/2016 - 01/06/2017
MORGAN STANLEY (VANCOUVER WA)
CO
08/06/2013 - 05/27/2014
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
11/22/2011 - 07/18/2013
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
CO
03/08/2006 - 06/28/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MN
09/08/2005 - 12/19/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 03/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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