Timothy
Murphrey

Woodbury Financial Services, Inc

CRD#1667025
Investment Advisor
in Sacramento, CA
Are you Timothy Murphrey? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Timothy Murphrey is a chartered financial consultant operating out of Sacramento, California, with a total of 13 years in the industry. Murphrey currently works for Woodbury Financial Services, Inc. They have spent their entire employment at Woodbury Financial Services, Inc. Murphrey holds a Series 63 license, qualifying them as a securities representative, and can operate in California and Texas. Woodbury Financial Services, Inc is a financial advisory business based in Sacramento, California. The company has offices in 590 locations and a total of 1,945 people on staff. It controls $7 billion in assets between its 36,076 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 74 charities and foundations. Of its 36,076 client accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a wide set of services, such as 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. Financial advisory fee schedules typically vary depending on which service is offered. Fee types charged by Woodbury Financial Services, Inc may include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

13 years

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, Commissions

Disclosures

Yes

Office Location

701 Fulton Ave Suite B
Sacramento, CA 95825

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$7,631,833,044

CA Average: $5,289,111,388
Total Number of Employees

1,925

CA Average: 157
Total Number of Accounts

45,748

CA Average: 8,262
Average Account Size

$166,823

CA Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Timothy Murphrey Work History

Timothy has 13 years of experience.

2005 - Present (14 years)

Woodbury Financial Services

Disclosures

Timothy Murphrey has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started