Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Payton? Claim Your ProfilePayton Drake Murphy is a financial advisor who has been in the industry since 2020. Payton is currently registered with Charles Schwab & CO., Inc. and TD AMERITRADE, INC. in Georgia and other states. Payton has experience working at Charles Schwab & CO., Inc., Charles Schwab Bank, SSB, TD Ameritrade, Inc. and TD AMERITRADE INVESTMENT MANAGEMENT, LLC. Payton has passed the Series 66, Series 7TO and SIE exams. Payton provides financial planning and other advisory services for clients.
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
GA
06/13/2022 - Present
Charles Schwab & CO., Inc. (Alpharetta GA)
GA
06/11/2022 - 12/31/2023
TD AMERITRADE, INC. (Alpharetta GA)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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