Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cassidy? Claim Your ProfileCassidy Murphy is a financial advisor with over 7 years of experience in the industry. Cassidy has held various roles in the financial services industry, including positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and FinTrust Brokerage Services, LLC. Cassidy currently works as a Registered Representative for Wealth Enhancement Advisory Services, LLC. Cassidy holds a Series 7 and Series 66 license and is a Certified Financial Planner. Cassidy specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and retirement plans.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
CO
08/28/2024 - Present
Wealth Enhancement Advisory Services, LLC (TIMNATH CO)
SC
06/09/2021 - 11/13/2023
FINTRUST BROKERAGE SERVICES, LLC (GREENVILLE SC)
TX
01/10/2017 - 06/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHLAKE TX)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cassidy Murphy is the right advisor for you? Invested Better is here to help.
