Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jason Murphy is an investment advisor representative with Geneos Wealth Management, Inc., located in San Gabriel, CA. Brian has been in the financial services industry since 2004. Brian is also registered as an investment advisor in California, Georgia, Maryland, Michigan, Rhode Island and Texas. Brian is a Certified Financial Planner and has passed the Series 7, Series 66 and SIE exams. Brian also holds a number of other business interests outside of Geneos Wealth Management.
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.
1
2
CA
12/21/2022 - Present
Geneos Wealth Management, Inc. (San Gabriel CA)
CA
03/01/2012 - 12/07/2022
SAGEPOINT FINANCIAL, INC. (SAN GABRIEL CA)
CA
09/28/2009 - 03/23/2012
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
NY
11/21/2006 - 03/11/2009
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NY
05/27/2004 - 09/26/2005
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CA
09/04/2002 - 06/08/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Murphy is the right advisor for you? Invested Better is here to help.
