CM
CFP · ChFC
CM
CFP · ChFC

Christopher Murphy

39 Years of Experience
Cary, NC
1 DisclosureMay Earn CommissionSells Insurance

Christopher Murphy is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Cary, NC, with 39 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

280 Towerview Ct, 1st Floor, Cary, NC, 27513

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Denied
Other Business ActivitiesSells Insurance

Christopher sells fixed insurance products since 2017. He is also the owner and president of CMLZ, LLC, created to operate the branch office, dedicating minimal time to this activity.

Employment History
Current Registrations
Commonwealth Financial Network
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Commonwealth Financial NetworkBroker
April 2017 - June 2026 · 9 yrs 2 mos
Ameriprise Financial Services, INC.
September 2004 - April 2017 · 12 yrs 7 mos
Ameriprise Financial Services, INC.Broker
September 1988 - April 2017 · 28 yrs 7 mos
Ids Life Insurance CompanyBroker
September 1988 - July 2006 · 17 yrs 10 mos
E. F. Hutton & Company INCBroker
December 1985 - April 1987 · 1 yr 4 mos
State Registrations2 states
NCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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