Christopher
Murphy

Commonwealth Financial Network

CRD#1373286
Investment Advisor
in Cary, NC

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About this Advisor

Christopher Murphy is a certified financial planner and chartered financial consultant based out of Cary, North Carolina who has 6 years of relevant experience. Murphy currently works for Commonwealth Financial Network. Their career trajectory has included roles at Ameriprise Financial Services, Inc, Commonwealth Financial Network and Paine-Webber Group. Murphy has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Commonwealth Financial Network is a financial advisory firm based in Waltham, MA. The company has offices in 1,759 locations and a total of 4,300 employees. It manages $146 billion in assets across its 585,629 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 2,108 charities and foundations. Of its 585,629 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. The company has a number of services, including 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. Fees for financial advice largely depend on which service is provided. Fees billed by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

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

1255 Crescent Green Suite 116
Cary, NC 27518

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

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

4,300

NC Average: 118
Total Number of Accounts

585,629

NC Average: 4,567
Average Account Size

$249,965

NC 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

Christopher Murphy Work History

Christopher has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Commonwealth Financial Network

2005 - 2017 (12 years)

Ameriprise Financial Services, Inc

1987 - 2017 (30 years)

Paine-Webber Group

*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 Christopher 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

Fred Scheffner
Salt Lake City, UT
Laura Clem
San Diego, CA
Mark Kutzke
Rochester, MN
John Cronin
East Syracuse, NY
Peter Leonczyk
Ludlow, MA
Jason Wright
Saint George, UT
Sviatlana Maslava
New York, NY
Tyler Price
Kennewick, WA

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.

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