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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul William Murphy is a registered representative and investment advisor representative with Calton & Associates, Inc. Paul has been in the securities industry since 2006. Paul has a wide range of experience in the financial services industry, including financial planning, portfolio management, and investment advisory services. Prior to joining Calton & Associates, Inc. Paul worked at Newport Coast Securities, Inc., J.P. Turner & Company, L.L.C., and Brookstreet Securities Corporation. Paul is committed to providing his clients with the highest level of service and expertise. Paul holds the Series 6, 7, 24, 63, and 65 securities licenses. Paul is registered with FINRA and the state of Florida. Paul has extensive experience working with high-net-worth individuals and families, as well as small businesses and retirement plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/23/2015 - Present
Calton & Associates, Inc. (Ocala FL)
FL
03/06/2008 - 02/17/2015
NEWPORT COAST SECURITIES, INC. (OCALA FL)
FL
12/12/2007 - 03/11/2008
J.P. TURNER & COMPANY, L.L.C. (NEW PORT RICHEY FL)
FL
06/08/2007 - 12/14/2007
CALTON & ASSOCIATES, INC. (OCALA FL)
FL
05/29/2006 - 06/14/2007
BROOKSTREET SECURITIES CORPORATION (NEW PORT RICHEY FL)
IA
Issued 06/19/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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