Paul
Murphy
Wealth Quarterback LLC
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About this Advisor
Paul Murphy is a financial advisor based in Toms River, New Jersey, working with Wealth Quarterback LLC. Paul has previously held positions 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. Paul has passed the Series 63 regulatory exam and is registered to provide services in Connecticut, New Jersey, New York, Pennsylvania, South Carolina, and Texas. Currently, Paul is part of Wealth Quarterback LLC, which operates out of Toms River, New Jersey. The firm has 17 offices and 10 employees. The firm manages assets totaling $288.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wealth Quarterback LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Quarterback LLC Brokerage Details
$288,076,283
10
1,740
$165,561
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
Wealth Quarterback. LLC
Jalinski Advisory Group
American Portfolios Financial Services, Inc
J.W. Cole Financial, Inc
J. W. Cole Advisors, Inc
Princor Financial Services Corporation
Principal Life Insurance Company
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 6/19/2024. 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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