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 professional with over 20 years of experience in the industry. David is currently a registered representative and a Principal at William Blair. David has also held positions at Wells Fargo Securities, LLC, and Deutsche Bank Securities Inc.. David has a wide range of experience in the financial services industry, including investment advisory, brokerage, and trading. David holds a variety of licenses and certifications, including the Series 63, 22TO, 52TO, 82TO, 99TO, 6TO, 57TO, SIE, 55, 7, 39, 26, 14 and 24. David has experience working with a variety of clients, including individuals, families, corporations, and institutions.
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.
Equity research services
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
MA
06/26/2023 - Present
William Blair (BOSTON MA)
MA
08/20/2019 - 02/24/2023
WELLS FARGO SECURITIES, LLC (BOSTON MA)
MA
06/19/2003 - 08/26/2019
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
BC
Issued 05/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/07/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Murphy is the right advisor for you? Invested Better is here to help.
