Invested Better
Unclaimed

Unclaimed

Unclaimed

Dennis Patrick Murphy

Usaa Investment Services Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dennis? Claim Your Profile

About Dennis Patrick Murphy

Dennis Murphy is a registered investment advisor representative with USAA Investment Services Co., with over 20 years of experience in the industry. Dennis has been registered in 53 states, the District of Columbia, and Puerto Rico. Dennis is also a registered investment advisor in Texas. Prior to joining USAA Investment Services Co., Dennis was with USAA Financial Advisors, Inc. and AXA Advisors, LLC. Dennis holds the Series 7, Series 63, and Series 65 licenses.

Firm Information

Dennis Murphy is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

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.

check

financial planning services

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

check

referrals

Referrals

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.

check

other

Referral fees pursuant to a referral agreement

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dennis Murphy’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

12/08/2014 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

10/22/1998 - 11/06/2014

AXA ADVISORS, LLC (HIGHLAND VILLAGE TX)

NY

10/22/1998 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Dennis Patrick Murphy is right for you?

Licenses & Designations

IA

Issued 02/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dennis Patrick Murphy. Review regulatory record here.
Not sure if Dennis Patrick Murphy is right for you?