Brian Murphy
Brian Murphy is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Fairfield, IA, with 22 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1776 Pleasant Plain Rd., Fairfield, IA, 52556-8757
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns an online retail store called Shuttersavvy since 2012, dedicating a few hours per week. He is also an advisory representative of a RIA called CIRA, and an IAR for Foresight Financial Management, LLC, dedicating full-time hours to each of these investment-related roles.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
Yukon Wealth Management, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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.