JM
JM

John Murphy

38 Years of Experience
New Holland, PA
BrokerSells Insurance

John Murphy is a registered investment advisor at Cetera Investment Advisers LLC, based in New Holland, PA, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

301 West Main St, New Holland, PA, 17557

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John sells life, health, disability, and long-term care insurance with various companies since 2019. He also provides financial services on bank premises as a financial advisor, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
February 2019 - Present · 7 yrs 5 mos
Cetera Wealth Services, LLC
February 2019 - Present · 7 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2019 - June 2023 · 4 yrs 4 mos
Infinex Investments, INC.
December 2016 - February 2019 · 2 yrs 2 mos
Infinex Investments, INC.Broker
December 2016 - February 2019 · 2 yrs 2 mos
Cetera Advisor Networks LLC
November 2006 - December 2016 · 10 yrs 1 mo
Cetera Advisor Networks LLCBroker
May 2003 - December 2016 · 13 yrs 7 mos
T.H.E. Financial Group, LTDBroker
February 1994 - May 2003 · 9 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
February 1991 - March 1994 · 3 yrs 1 mo
Metlife Securities INC.Broker
February 1991 - March 1994 · 3 yrs 1 mo
Lehman Brothers INC.Broker
September 1987 - December 1990 · 3 yrs 3 mos
State Registrations15 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.