MC
CFP
MC
CFP

Murphy Coble

46 Years of Experience
Fripp Island, SC
BrokerSells Insurance

Murphy Coble is a CFP-designated registered investment advisor at Geneos Wealth Management, INC., based in Fripp Island, SC, with 46 years of industry experience. Murphy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fripp Island, SC

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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

Murphy operates under the name Coble Wealth Management Inc., owns Coble Pension Group LLC, a timber harvesting business, a home improvement business, and is the general manager of Westwood Lodge & Hunt Club LLC. Murphy is also an independent representative with various insurance carriers for fixed products and is involved in real estate sales.

Employment History
Current Registrations
Geneos Wealth Management, INC.
February 2004 - Present · 22 yrs 8 mos
Geneos Wealth Management, INC.Broker
October 2002 - Present · 24 yrs
Previous Registrations
Lincoln Financial Advisors CorporationBroker
September 1997 - August 2002 · 4 yrs 11 mos
The Lincoln National Life Insurance CompanyBroker
September 1997 - August 2002 · 4 yrs 11 mos
Sun Investment Services CompanyBroker
November 1990 - August 1997 · 6 yrs 9 mos
Pml Securities CompanyBroker
April 1980 - October 1990 · 10 yrs 6 mos
State Registrations6 states
AZCAFLNCSCTX
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.