linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew J Murphy

Mission Wealth Management, LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew J Murphy

Matthew J. Murphy is a financial advisor in Goodyear, Arizona. Matthew has been in the industry since 2003. Matthew is registered to provide investment advice in Arizona. Matthew is a Certified Financial Planner and currently works for Mission Wealth Management, LP. Matthew has previously worked for American General Securities Incorporated. Matthew specializes in portfolio management for individuals and businesses, financial planning, selection of other advisors, pension consulting and family wealth management.

Firm Information

Matthew Murphy is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

family wealth management

Family wealth management

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Murphy’s Registration & Firm History

AZ

02/13/2023 - Present

Mission Wealth Management, LP (Goodyear AZ)

AZ

09/25/2003 - 12/31/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

Not sure if Matthew J Murphy is right for you?

Licenses & Designations

BOTH

Issued 10/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew J Murphy.
Not sure if Matthew J Murphy is right for you?