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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 Murfee is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Nashville, Tennessee. John has been in the securities industry since January 30, 1988, and has a wide range of experience in providing investment advice to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. John holds Series 63, 65, 7 and SIE licenses and is registered with the state of Tennessee and Texas. John is also registered with the state of Alabama, California, Connecticut, Florida, Illinois, Kentucky, Mississippi, Montana, New York, North Carolina, Ohio, Tennessee, Texas, Utah, and Wyoming. John's previous employers include Avondale Partners, LLC, Stephens Inc., and J.C. Bradford & Co.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
05/15/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
TN
03/03/2008 - 03/27/2014
AVONDALE PARTNERS, LLC (NASHVILLE TN)
TN
08/01/2000 - 04/13/2007
STEPHENS INC. (NASHVILLE TN)
NY
01/21/1987 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 08/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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