Unclaimed
Grant Bower Murphy is a registered investment advisor representative with Patriot Investment Management Group Inc. Grant has been in the industry since June 2022 and has a Series 66, Series 7TO and SIE licenses. Grant's prior experience includes working with The Vanguard Group, Inc and Stark Aerospace. Grant's specializations include insurance companies, investment companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Referral fees (solicitor for other investment adviser)
1
2
TN
06/13/2023 - Present
Patriot Investment Management Group Inc. (KNOXVILLE TN)
TX
07/16/2022 - 06/15/2023
VANGUARD MARKETING CORPORATION (Plano TX)
BOTH
Issued 08/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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