Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Murphy is a financial advisor with Truist Advisory Services, Inc. David has been in the financial services industry since 1995. David's previous experience includes roles at BB&T Securities, LLC and BB&T Investment Services, Inc. David provides financial planning and portfolio management services to individuals, businesses, 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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
02/17/2021 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
01/20/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (SAINT CLOUD FL)
FL
07/31/2008 - 01/21/2010
AXA ADVISORS, LLC (ORLANDO FL)
FL
01/21/2003 - 07/22/2008
ALLSTATE FINANCIAL SERVICES, LLC (KISSIMMEE FL)
MI
12/07/1995 - 01/30/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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