Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Murphy is a financial advisor with LPL Financial LLC. William has been in the industry since 1992 and has a strong background in securities and investment advisory services. William holds several licenses and certifications, including Series 7, Series 10, Series 9, Series 24, and Series 63. William specializes in providing financial planning, investment management, and portfolio management services to individuals, families, and businesses. William is committed to helping clients achieve their financial goals.
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
NJ
10/17/2023 - Present
LPL Financial LLC (FREEHOLD NJ)
NJ
08/17/2022 - 10/16/2023
CITIZENS SECURITIES, INC. (DEAL NJ)
NJ
01/08/2020 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (DEAL NJ)
NJ
10/27/2017 - 01/15/2020
WELLS FARGO CLEARING SERVICES, LLC (SEA GIRT NJ)
NJ
03/09/2012 - 11/06/2017
PNC INVESTMENTS (MILLSTONE TWP. NJ)
NJ
12/09/2008 - 03/02/2012
VIEWTRADE SECURITIES, INC. (JERSEY CITY NJ)
NY
08/27/2003 - 12/17/2008
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
NJ
09/24/1998 - 08/27/2003
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
NY
11/13/1996 - 02/09/1998
WHALE SECURITIES CO., L.P. (NEW YORK NY)
NY
01/22/1992 - 11/22/1996
D. H. BLAIR & CO., INC. (NEW YORK NY)
BOTH
Issued 04/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Murphy is the right advisor for you? Invested Better is here to help.
