Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Murphy is a financial advisor at Charles Schwab & CO., Inc. Nancy has been in the financial services industry for over 25 years and is registered with the state of Indiana. Nancy is a Series 6, 7, 63, and 65 licensed professional. Nancy is also a SIE exam holder. Nancy has experience with AXA Advisors, LLC, Thrivent Investment Management Inc., Cambridge Investment Research, Inc., State Farm VP Management Corp., and Lutheran Brotherhood Securities Corp. Nancy holds a Series 6, 7, 63, and 65 license. Nancy is a certified financial planner. Nancy is also a certified public accountant. Nancy has a bachelor's degree in accounting from Indiana University. Nancy has been with Charles Schwab & CO., Inc. since 2013. Nancy specializes in financial planning, investment management, and retirement planning. Nancy can help you with a wide range of financial needs, including investment planning, retirement planning, college savings, 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/12/2021 - Present
Charles Schwab & CO., Inc. (Carmel IN)
IN
09/11/2007 - 03/04/2013
AXA ADVISORS, LLC (COLUMBUS IN)
IN
10/22/2003 - 09/13/2007
THRIVENT INVESTMENT MANAGEMENT INC. (COLUMBUS IN)
IA
11/15/2002 - 05/02/2003
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IL
05/13/2002 - 11/07/2002
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
03/18/1996 - 02/07/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 10/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Nancy Murphy is the right advisor for you? Invested Better is here to help.
