Timothy Michael Murphy

14 Years of Experience

1 DisclosureSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningInsurance PlanningEstate PlanningBusiness OwnersHigh Net Worth

Connect Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

496 clients

Average Client Portfolio

$118K average

Assets Under Management

$58.6M

Fee Structure

Minimum Investment:None

Location

181 E 1600 N, Logan, UT, 84341

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History

Regulatory History (1)

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Customer Dispute

October 2015

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Timothy is the president of Tim Murphy Insurance, selling and servicing health, life, and annuity insurance products, dedicating about half of his time during business hours. He is also a silent investor in Blue Mountain Investments and a member of Murphy Sunshine Bottom Farms, LLC, but these activities require minimal time.

Employment History

Current Registrations

Connect Financial Advisors

August 2022 - Present · 3 yrs 6 mos

Previous Registrations

Dfpg Investments, LLC

March 2021 - August 2022 · 1 yr 5 mos

Ars Investment Advisors, INC.

May 2018 - February 2021 · 2 yrs 9 mos

Allegis Investment Services, LLCBroker

May 2014 - April 2019 · 4 yrs 11 mos

Allegis Investment Advisors, LLC

December 2012 - June 2018 · 5 yrs 6 mos

Signator Financial Services, INC.Broker

June 2011 - June 2014 · 3 yrs

State Registrations2 states

IDUT

Advisor

Exams

No exam information available for this advisor.