Unclaimed
Timothy Murphy is an investment advisor representative with Valic Financial Advisors, Inc.. Timothy has been in the financial services industry for over 16 years. He is licensed to provide investment advice in California, Nevada and Oregon. Timothy holds Series 6, 7, 63 and 65 licenses as well as the SIE.
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.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/01/2023 - Present
Valic Financial Advisors, Inc. (CHICO CA)
TX
08/03/2010 - 06/06/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MA
04/21/2008 - 08/03/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
CA
05/07/2004 - 09/06/2006
METLIFE SECURITIES INC. (CHICO CA)
CA
05/07/2004 - 09/06/2006
METROPOLITAN LIFE INSURANCE COMPANY (CHICO CA)
IA
Issued 08/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Murphy is the right advisor for you? Invested Better is here to help.