Unclaimed
Sarah Murphy is a registered representative with Performance Trust Capital Partners, LLC, an investment firm based in Dallas, Texas. Sarah has over a year of experience in the financial services industry, having previously worked with Fidelity Brokerage Services LLC. Sarah is licensed to conduct business in Texas and Illinois. She holds the Series 7TO, Series 66 and the SIE exams.
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.
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.
1
2
TX
07/02/2024 - Present
Performance Trust Capital Partners, LLC (Dallas TX)
TX
01/20/2023 - 05/22/2024
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Sarah Murphy is the right advisor for you? Invested Better is here to help.