Joyce
Murphy

Commonwealth Financial Network

CRD#5495975
Investment Advisor
in Saint Paul, MN

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About this Advisor

Joyce Murphy is a financial advisor based in Saint Paul, Minnesota, working with Commonwealth Financial Network. Joyce has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Commonwealth Financial Network, and Lumitas Wealth Strategies. Joyce has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Joyce is part of Commonwealth Financial Network, which operates out of Saint Paul, Minnesota. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

8147 Globe Drive Suite 245
Saint Paul, MN 55125

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

MN Average: $16,012,751,954
Total Number of Employees

4,500

MN Average: 118
Total Number of Accounts

623,075

MN Average: 4,567
Average Account Size

$284,126

MN Average: $3,506,186

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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Joyce Murphy Work History

2022 - Present (2 years)

Commonwealth Financial Network

2022 - Present (2 years)

Lumitas Wealth Strategies

2016 - 2022 (6 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

Disclosures

Please visit the SEC profile of Joyce 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 Commonwealth Financial Network

Melanie Migneault
Keene, NH
John Macdougall
Northfield, MA
Caleb Sams
Brentwood, TN
Thomas Keefer
Berwyn, PA
Allen Vitale
Rochester, NY
Casey Giraud
Allentown, PA
Paul Trinh
Washington, DC
John Mccann
Glastonbury, CT

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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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