Brian
Murphy

Geneos Wealth Management, Inc

CRD#4576085
Investment Advisor
in Whittier, CA

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About this Advisor

Brian Murphy is a certified financial planner operating out of Whittier, California with a total of 1 year of industry experience. Murphy is currently employed by Geneos Wealth Management, Inc. Throughout their career, they have worked at Sagepoint Financial Inc, Geneos Wealth Management Inc and Brian J. Murphy. Murphy maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Texas. Geneos Wealth Management, Inc is an advisory company that has its headquarters in Englewood, CO. The firm has offices in 114 locations and a total of 200 employees. It manages $4 billion in total assets among its 18,621 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 58 charities and foundations. Of its 18,621 accounts, just 2% are held by high-net-worth investors who have at least $1 million in assets available to invest. Geneos Wealth Management, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically are based on which services the firm provides the client. Fees billed by Geneos Wealth Management, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Whittier, CA

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Geneos Wealth Management, Inc Brokerage Details

Total Assets Under Management

$4,081,076,864

CA Average: $2,349,664,866
Total Number of Employees

200

CA Average: 28
Total Number of Accounts

18,621

CA Average: 1,101
Average Account Size

$219,165

CA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brian Murphy Work History

Brian has been registered as a financial advisor for 1 years.*

2023 - Present (1 year)

Brian J. Murphy

2022 - Present (2 years)

Geneos Wealth Management Inc

2012 - 2022 (10 years)

Sagepoint Financial Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Geneos Wealth Management, Inc

Paul Knipping
Englewood, CO
Andrew Dziedzic
Montgomeryville, PA
Thomas Wint
Sellersburg, IN
Michelle France
Midvale, UT
Robert Eberhardt
Littleton, CO
Joyce Mcdaniel
Englewood, CO
Anthony Hammer
Knoxville, TN
Robert Arthur
Roanoke, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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