Daniel
Murphy
Claris Financial, LLC
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About this Advisor
Daniel Murphy is a financial advisor operating out of Glen Allen, Virginia with 9 years of relevant experience. Murphy currently works for Claris Financial, LLC. Their career trajectory has included roles at Lpl Financial, Claris Financial, LLC and Triad Advisors, Inc. Murphy holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Virginia. Claris Financial, LLC is a registered investment firm that has its headquarters in Glen Allen, VA. The investment advisory business has a total of eight advisors. It oversees $207 million in assets between its 908 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 908 customer accounts, 21% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company offers a few services, including portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Claris Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Claris Financial, LLC Brokerage Details
$206,637,741
8
908
$227,575
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Daniel Murphy Work History
Daniel has been registered as a financial advisor for 9 years.*
Claris Financial, LLC
Triad Advisors, Inc
Lpl Financial
*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 Daniel 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 Claris Financial, LLC
Glen Allen, VA
Glen Allen, VA
Glen Allen, VA
Midlothian, VA
Glen Allen, VA
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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