Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Raymond Murphy is an Investment Advisor Representative registered with Cetera Investment Advisers LLC in GA and TX. James Raymond Murphy has been in the financial industry since March 28, 2017. James Raymond Murphy has a Series 6, Series 7, Series 24, Series 26, Series 51, Series 63, and Series 65. James Raymond Murphy has been registered with Cetera Investment Advisers LLC since July 2022. Previous employment includes positions at PFS Investments INC., Foresters Financial Services, Inc., Primerica Financial Services, and BrandMortgage.
ACWORTH, GA
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
GA
01/24/2023 - Present
Cetera Investment Advisers LLC (ACWORTH GA)
GA
10/18/2019 - 07/19/2022
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/26/2017 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
08/31/2016 - 04/03/2017
FORESTERS FINANCIAL SERVICES, INC. (ATLANTA GA)
IA
Issued 6/23/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/1/2018
Series 24 - General Securities Principal Examination
BC
Issued 7/24/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 8/31/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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