Daniel
Murphy

Commonwealth Financial Network

CRD#2835951
Investment Advisor
in New Bern, NC

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About this Advisor

Daniel Murphy is an investment advisor who works out of New Bern, North Carolina. Currently a registered advisor at Commonwealth Financial Network, Murphy has 11 years of professional experience in the financial advisory industry. Murphy has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Murphy can serve clients based out of North Carolina. Over the course of their career, they have held roles at Commonwealth Financial Network, Symmetry Financial and Murphy Matza Wealth Management. Commonwealth Financial Network is headquartered in New Bern, North Carolina, and has 1,090 other brick-and-mortar locations across the country. As a registered investment firm, Commonwealth Financial Network manages $111 billion in assets covering 436,517 accounts and retains more than 3,400 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network can offer 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 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

Disclosures

Yes

Office Location

3107 Trent Road
New Bern, NC 28562

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

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

3,400

NC Average: 118
Total Number of Accounts

436,517

NC Average: 4,567
Average Account Size

$255,295

NC Average: $3,506,186

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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

Daniel Murphy Work History

Daniel has 11 years of experience.

2013 - Present (8 years)

Murphy Matza Wealth Management

2009 - Present (12 years)

Commonwealth Financial Network

2009 - 2013 (4 years)

Symmetry Financial

Disclosures

Daniel Murphy has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Joelle Spear
Framingham, MA
Michael Dozois
San Diego, CA
Ryan Dignum
Fort Worth, TX
John Farrell
Waltham, MA
Edward Bothfeld
Lake Forest, IL
Corinne Kurucza
Great Neck, NY
William Gaines
Bowie, MD

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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