Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Douglas Murphy is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the financial services industry. Mark has held previous roles with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, PRINCOR FINANCIAL SERVICES CORPORATION and other firms. Mark holds a Series 6, 7, and 63 license as well as the SIE exam. Mark provides financial planning, portfolio management, and pension consulting services. Mark's specializations include: Retirement Planning, Education Planning, College Savings, Insurance and Estate Planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
03/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (EDINA MN)
MN
02/10/2012 - 04/24/2014
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EDINA MN)
MN
09/21/2009 - 01/09/2012
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
CT
06/09/1999 - 08/01/2000
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
11/24/1992 - 06/07/1999
WEEDEN & CO.L.P. (GREENWICH CT)
MN
04/10/1992 - 12/07/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
WI
09/11/1989 - 12/31/1990
COORDINATED CAPITAL SECURITIES OF WI INC. (FORT ATKINSON WI)
IL
08/13/1990 - 09/07/1990
FIRST OPTIONS OF CHICAGO, INC. (CHICAGO IL)
NA
05/04/1987 - 09/04/1987
L'ARGENT EQUITIES LTD.
NA
01/03/1986 - 05/19/1987
WADDELL & REED, INC.
BC
Issued 09/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Murphy is the right advisor for you? Invested Better is here to help.
