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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bernard Murphy is an investment advisor representative with Cetera Investment Advisers LLC and has been in the industry since December 1993. John Murphy is registered with the state of California as an investment adviser representative. John Murphy also holds Series 63, 65, 7, 24 and SIE licenses. John Murphy is also affiliated with Cetera Advisors LLC. John Murphy has experience with JM Associates, Cetera Advisors LLC, Cetera Investment Advisers LLC and Dunham Trust. CO. The firm has been in business since January 1985 and has been in the industry for over 36 years.
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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CA
03/21/2024 - Present
Cetera Investment Advisers LLC (ROMOLAND CA)
CA
01/03/1995 - 11/09/2010
INVESTACORP, INC. (TEMECULA CA)
CA
12/22/1993 - 02/07/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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