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William James Murphy

PFS Investments Inc.

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About William James Murphy

William James Murphy is a financial advisor with PFS Investments Inc., a firm that has been in business since 1982. William has been in the financial industry since 1982. The firm's main office is located in Duluth, Georgia. PFS Investments Inc. offers a wide range of financial services, including portfolio management for individuals. William is a licensed securities representative and investment adviser representative in Pennsylvania.

Firm Information

William Murphy is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Murphy’s Registration & Firm History

PA

09/07/1982 - Present

PFS Investments Inc. (EXTON PA)

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Licenses & Designations

IA

Issued 04/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/28/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William James Murphy. Review regulatory record here.
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