Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richard Murphy is a registered Investment Advisor Representative with Foundations Investment Advisors LLC. Daniel has been in the industry since November 2010. Daniel holds a Series 65 license and a Series 63 license. Daniel also has experience in insurance sales and has worked for various companies including Asset Preservation Tax & Retirement Services and First American National Investment Advisors, LLC.
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.
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.
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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AZ
01/28/2025 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
BC
Issued 01/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/10/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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