PM
PM

P Murphy

36 Years of Experience
Virginia Beach, VA
Broker

P Murphy is a registered investment advisor at Ameriprise Financial Services, LLC, based in Virginia Beach, VA, with 36 years of industry experience. P operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

222 Central Park Ave Ste 1920, Virginia Beach, VA, 23462-3037

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

P is an adjunct faculty member at multiple universities and the assistant head coach for a high school girls softball team. P is also a Church Elder for Stewardship and Finance at Great Bridge Presbyterian Church, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLC
January 2019 - Present · 7 yrs 6 mos
Ameriprise Financial Services, LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2002 - January 2019 · 16 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2002 - January 2019 · 16 yrs 7 mos
Wachovia Securities, INC.
April 2000 - June 2002 · 2 yrs 2 mos
Wachovia Securities, INC.Broker
February 2000 - June 2002 · 2 yrs 4 mos
Painewebber IncorporatedBroker
March 1994 - February 2000 · 5 yrs 11 mos
Bfp Financial Partners, INC.Broker
February 1993 - March 1994 · 1 yr 1 mo
Painewebber IncorporatedBroker
November 1989 - January 1993 · 3 yrs 2 mos
State Registrations12 states
CACTDCFLKYNCNHNYTNTXVAWV
AdvisorBrokerBoth

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.
P Murphy - Financial Advisor | TrueAdvisor