Peter
Murphy
Financial Partners, LLC
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About this Advisor
Peter Murphy is a financial advisor based in Santa Fe, New Mexico, working with Financial Partners, LLC. Peter has previously held positions at American Prosperity Group, University Of New Mexico, Peter And Lisa Murphy Rental Properties, Peter Murphy - Author, Santa Fe Retirement & Estate Planning Services, LLC, Santa Fe Community College, United Planners' Financial Services, Oshara Village Combined Associations, Lpl Financial, LLC, and Financial Partners, LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico. Currently, Peter is part of Financial Partners, LLC, which operates out of Santa Fe, New Mexico. The firm has 3 employees and manages assets totaling $121.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Financial Partners, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Partners, LLC Brokerage Details
$121,449,205
3
391
$310,612
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Peter Murphy Work History
Lpl Financial, LLC
Financial Partners, LLC
University Of New Mexico
Oshara Village Combined Associations
Santa Fe Community College
Santa Fe Retirement & Estate Planning Services, LLC
Peter And Lisa Murphy Rental Properties
Peter Murphy - Author
United Planners' Financial Services
American Prosperity Group
Disclosures
Please visit the SEC profile of Peter 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 Financial Partners, LLC
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
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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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.
