Unclaimed
Donald Murphy is a registered representative with Virtus Investment Advisers, Inc. Donald has been in the financial services industry since 1992. Donald has passed the Series 4, 7, 8, 14, 24, 63, and 65 exams. Donald is also registered as an investment advisor representative in Connecticut. Donald has held previous registrations with Eaton Vance Distributors, Inc., Lincoln Financial Distributors, Inc., H&R Block Financial Advisors, Inc., Charles Schwab & Co., Inc., Olde Discount Corporation, Yee, Desmond, Schroeder & Allen, Inc., and R A F Financial Corporation. Donald is a 10% owner and CFO of the controlling entity for the website iballers.com. Iballers.com is a sports-related networking website and not investment related.
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.
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Strategic management for diversified investment portfolios.
An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.
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.
A percentage of the total value of assets under management is charged.
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2
CT
11/27/2012 - Present
Virtus Investment Advisers, Inc. (HARTFORD CT)
MA
11/08/2001 - 10/11/2012
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
PA
04/30/2001 - 11/08/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MI
07/05/1996 - 12/12/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
11/02/1995 - 07/03/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
04/13/1993 - 09/28/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
AZ
01/04/1993 - 03/17/1993
YEE, DESMOND, SCHROEDER & ALLEN, INC. (PHOENIX AZ)
CO
05/28/1992 - 01/15/1993
R A F FINANCIAL CORPORATION (DENVER CO)
AZ
12/12/1991 - 06/04/1992
FRANKLIN-LORD, INC. (SCOTTSDALE AZ)
IA
Issued 03/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1999
Series 14 - Compliance Officer Examination
BC
Issued 09/09/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/06/1994
Series 24 - General Securities Principal Examination
BC
Issued 07/26/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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