Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Andrew Murphy is a financial advisor with over 6 years of experience. James is currently registered with Northstar Investment Advisory LLC. James is also a Certified Financial Planner. In addition to working with Northstar Investment Advisory LLC, James previously worked at VANGUARD MARKETING CORPORATION, LEARNVEST PLANNING SERVICES, LLC, AQUIRE WEALTH ADVISORS, LLC dba DENTIST ADVISORS, MONEY WARRIOR ACADEMY and Watt, Inc. dba Northstar. James has passed the Series 63, Series 65, SIE and Series 7 exams. James is licensed in Nebraska, New Hampshire, Texas and Utah.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
UT
04/26/2022 - Present
Northstar Investment Advisory LLC (Provo UT)
AZ
07/22/2014 - 07/19/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James Murphy is the right advisor for you? Invested Better is here to help.
