Dennis
Murphy
The Patriot Financial Group, LLC
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About this Advisor
Dennis Murphy is a certified financial planner working in Marlborough, Massachusetts with a total of 7 years of industry experience. Murphy is an advisor for The Patriot Financial Group, LLC. During their career, Murphy has held roles at D.F. Murphy Ins Agency, Lpl Financial, The Patriot Financial Group, LLC and Securities America Inc. Murphy holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Massachusetts. The Patriot Financial Group, LLC is a firm that has its headquarters in Westborough, MA. The company has offices in 36 locations and a total of 75 financial advisors. It has $2 billion in assets between its 5,972 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to one charitable organizations. Of its 5,972 customer accounts, just 6% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically are based on the services provided. Fee types charged by The Patriot Financial Group, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Patriot Financial Group, LLC Brokerage Details
$1,629,757,890
75
5,972
$272,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dennis Murphy Work History
Dennis has been registered as a financial advisor for 7 years.*
Securities America Inc
The Patriot Financial Group, LLC
D.F. Murphy Ins Agency
Lpl Financial
*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 Dennis 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 The Patriot Financial Group, LLC
Shrewsbury, MA
Newfields, NH
Omaha, NE
Westborough, MA
Westborough, MA
Westborough, MA
Shrewsbury, MA
Westborough, MA
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.
