Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Murphree is a financial advisor currently working with Fidelity Personal and Workplace Advisors. William has been in the industry for over 10 years and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. William previously worked with Sagepoint Financial, Inc., MetLife Securities Inc., and Country Capital Management Company. William also holds a real estate license and is the president/treasurer/secretary of a company in Hoover, Alabama. William specializes in providing financial planning, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
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
MA
06/08/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
AL
07/09/2015 - 01/13/2016
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
01/21/2014 - 05/26/2015
METLIFE SECURITIES INC. (BIRMINGHAM AL)
AL
10/01/2013 - 01/08/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (CALERA AL)
IA
Issued 02/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure William Murphree is the right advisor for you? Invested Better is here to help.
