Unclaimed
Louis George Murphy is a financial advisor with over 40 years of experience in the industry. Louis is registered with Brown, Lisle/cummings, Inc. and is currently active in both the broker-dealer and investment advisor spaces. Louis specializes in providing financial planning services and managing portfolios for individuals and businesses. Louis is licensed in 24 states and the District of Columbia and has extensive experience in various financial products and services. Louis's expertise and commitment to providing personalized advice have made him a trusted advisor to his clients.
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.
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
RI
07/05/2007 - Present
Brown, Lisle/cummings, Inc. (PROVIDENCE RI)
NA
10/20/1983 - 12/26/1984
CUMMINGS & CO., INC.
IA
Issued 07/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Louis Murphy is the right advisor for you? Invested Better is here to help.