Unclaimed
Timothy Boyle Murphy is a financial advisor with over 30 years of experience in the industry. Timothy Murphy is currently registered with LPL Financial LLC and has been with LPL Financial LLC for over 6 years. Prior to joining LPL Financial LLC, Timothy Murphy has held positions at Voya Financial Advisors, Inc. and Investors Capital Corp.. Timothy Murphy holds Series 63, 65, 7, 24, 27, 4, 52TO, 53, 99TO and SIE licenses. Timothy Murphy provides financial planning, portfolio management and other advisory services to individuals, businesses, corporations and pension 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
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.
1
2
MA
07/06/2021 - Present
LPL Financial LLC (DANVERS MA)
MA
12/18/2017 - 06/16/2021
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
12/13/2016 - 12/20/2017
LPL FINANCIAL LLC (WALTHAM MA)
MA
09/27/1994 - 12/06/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
FL
06/24/1996 - 04/15/1997
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
NA
08/17/1994 - 09/08/1994
INVESTORS CAPITAL CORP.
NA
02/28/1994 - 08/16/1994
BAYBANKS BROKERAGE SERVICES, INC.
MA
07/09/1992 - 02/25/1994
G.R. STUART & COMPANY, INC. (MAYNARD MA)
TX
08/22/1991 - 07/20/1992
PORTFOLIO ASSET MGT. & INVESTMENT ADVISORY SERVICES, INC. (EL PASO TX)
IA
Issued 03/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/1993
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 11/30/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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