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Alexandre Murphy

12 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)
Firm Size
45 advisors
Number of Clients
3,888 clients
Average Client Portfolio
$472K average
Assets Under Management
$1.8B

Fee Structure

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Location

201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707

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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.

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Other Business ActivitiesSells Insurance

Alexandre provides investment advisory services through Golden State Wealth Management LLC and Golden State Asset Management, LLC, spending nearly full-time on the former. He also provides mortgage brokerage services and works as a financial advisor for non-variable insurance.

Employment History
Current Registrations
Golden State Wealth Management, LLC
October 2019 - Present · 6 yrs 4 mos
LPL Financial LLCBroker
October 2019 - Present · 6 yrs 4 mos
Previous Registrations
Edward Jones
July 2013 - October 2019 · 6 yrs 3 mos
Edward JonesBroker
May 2013 - October 2019 · 6 yrs 5 mos
State Registrations3 states
AZCATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexandre Murphy - Financial Advisor | TrueAdvisor