Unclaimed
Terence Murphy is a registered Investment Advisor Representative with Black Dog Financial Ltd. Terence has over 15 years of experience in the financial services industry. Before joining Black Dog Financial Ltd., Terence worked at LPL FINANCIAL LLC, MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and MORGAN STANLEY DW INC. Terence's focus is on providing financial planning and portfolio management services to individuals. Terence has a deep understanding of the financial needs of individuals. Terence is committed to helping clients achieve their financial goals. Terence is also a licensed insurance agent and provides insurance products and services to clients. Terence's commitment to his clients is evident in his long tenure in the industry and his dedication to providing personalized service.
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.
Personalized portfolio management to meet individual financial objectives.
Divorce financial analysis services
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.
A percentage of the total value of assets under management is charged.
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2
TX
03/07/2012 - Present
Black DOG Financial Ltd. (AUSTIN TX)
TX
12/16/2009 - 12/16/2011
LPL FINANCIAL LLC (AUSTIN TX)
TX
06/01/2009 - 12/21/2009
MORGAN STANLEY SMITH BARNEY (AUSTIN TX)
TX
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AUSTIN TX)
MD
12/01/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/12/2003 - 12/01/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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