Paul
Murphy
Wealth Quarterback LLC
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About this Advisor
Paul Murphy is a certified financial planner and chartered financial analyst based out of Toms River, New Jersey who has 7 years of industry experience. Murphy works at Wealth Quarterback LLC. Throughout their career, they have worked at Princor Financial Services Corporation, Principal Life Insurance Company, J.W. Cole Financial, Inc, Jalinski Advisory Group, Wealth Quarterback. LLC, American Portfolios Financial Services, Inc and J. W. Cole Advisors, Inc. Murphy maintains a Series 63 license, which qualifies them as a securities broker, and can operate in Connecticut, New Jersey, New York, Pennsylvania and Texas. Wealth Quarterback LLC is a registered investment firm based in Toms River, NJ. The company has offices in 17 locations and a total of 10 advisors. It administers $237 million in total assets across its 1,644 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,644 client accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees vary depending on which services the firm provides the client. Fees billed by Wealth Quarterback LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Quarterback LLC Brokerage Details
$237,319,617
10
1,644
$144,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Paul Murphy Work History
Paul has been registered as a financial advisor for 7 years.*
Wealth Quarterback. LLC
American Portfolios Financial Services, Inc
Jalinski Advisory Group
J.W. Cole Financial, Inc
J. W. Cole Advisors, Inc
Princor Financial Services Corporation
Principal Life Insurance Company
*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 Paul 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 Wealth Quarterback LLC
Toms River, NJ
Toms River, NJ
Toms River, NJ
Holland, PA
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.
