Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Murphy? Claim Your ProfileMurphy Randolph Coble is a financial advisor in Charlotte, NC. Murphy has been in the financial services industry since 1980. Currently, Murphy Coble is registered with Geneos Wealth Management, Inc. and holds Series 1, 7, 63, 66 and SIE licenses. Murphy Coble previously worked for a variety of financial institutions including Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Sun Investment Services Company, and PML Securities Company. Murphy Coble's current firm, Geneos Wealth Management, Inc. is a Registered Investment Advisor firm with 200 Investment Advisor Representatives, 200 Registered Representatives and 200 employees working on investment advisory functions. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth.
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
NC
06/16/2017 - Present
Geneos Wealth Management, Inc. (Charlotte NC)
IN
09/04/1997 - 08/05/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/04/1997 - 08/05/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
11/16/1990 - 08/29/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
DE
04/01/1980 - 10/18/1990
PML SECURITIES COMPANY (NEWARK DE)
BOTH
Issued 02/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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