Unclaimed
Joseph Cameron Murphy is an investment advisor representative associated with B. Riley Wealth Advisors, Inc. Joseph has been working in the financial services industry since April 1979, and his expertise covers a wide range of financial services including financial planning, portfolio management for individuals and businesses, and pension consulting. Joseph has been registered with FINRA since March 1979 and holds Series 7 and Series 63 securities licenses as well as the Series 65 investment advisor license. Joseph has been associated with B. Riley Wealth Advisors, Inc. since September 2022, and prior to that, was with Raymond James & Associates, Inc., and Deutsche Bank Securities Inc.
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.
1
2
FL
01/21/2025 - Present
B. Riley Wealth Advisors, Inc. (Boca Raton FL)
MA
09/06/2016 - 08/23/2022
RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)
MA
03/23/2011 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
06/18/2009 - 03/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
01/17/2003 - 06/30/2009
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
NJ
10/29/1991 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/11/1985 - 11/07/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
05/24/1984 - 11/23/1985
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
02/09/1982 - 05/31/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
04/02/1979 - 02/17/1982
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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