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Carly Jeanae Murphy

Charles Schwab & CO., Inc.

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About Carly Jeanae Murphy

Carly Jeanae Murphy is a financial advisor registered with Charles Schwab & CO., Inc. Carly has been in the financial services industry since February 20, 2011. Prior to joining Charles Schwab & CO., Inc., Carly was previously employed by MORGAN STANLEY and SECURITIES AMERICA, INC. Carly is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Carly's current office is located at 4304 W Boy Scout Blvd., Tampa, FL 33607.

Firm Information

Carly Murphy is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Carly Murphy’s Registration & Firm History

FL

07/31/2019 - Present

Charles Schwab & CO., Inc. (Tampa FL)

OK

05/05/2016 - 05/22/2017

MORGAN STANLEY (OKLAHOMA CITY OK)

OK

11/02/2015 - 04/22/2016

CHARLES SCHWAB & CO., INC. (OKLAHOMA CITY OK)

CA

12/14/2010 - 09/30/2015

SECURITIES AMERICA, INC. (FOLSOM CA)

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Licenses & Designations

BOTH

Issued 12/21/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Carly Jeanae Murphy.
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