Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Murphy iii is an Investment Advisor Representative with PFS Investments Inc. William has been in the industry since May 2011. He holds Series 6, 26 and 65 licenses. William is registered to provide investment advice in Georgia and manages a portfolio of over $8.5 billion in assets. He specializes in financial planning, investment and insurance products. William is currently located in Duluth, GA.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
12/10/2014 - Present
PFS Investments Inc. (DULUTH GA)
IA
Issued 05/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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