![Wade Murphy, financial advisor Rolling Hills Estates CA](/img/ws/profile-blank-sq.png)
Wade Murphy (CRD# 2765238) is an Investment Advisor Representative working at Gwn Securities Inc. in Rolling Hills Estates, CA and has over 27 years of experience in the finance industry.
![Alen Abrahimian, financial advisor Rolling Hills Estates CA](/img/ws/profile-blank-sq.png)
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Mary Abundo, financial advisor Rolling Hills Estates CA](/img/ws/profile-blank-sq.png)
CRD# 1246048
Thrivent Advisor Network, LLC
![John Abusaid, financial advisor Rolling Hills Estates CA](/img/ws/profile-blank-sq.png)
CRD# 3084990
Halbert Hargrove
Company Name | Location | Dates | Years |
---|---|---|---|
Gwn Securities Inc. | Palm Beach Gardens, FL | Jan 2010 - Current | 14 |
Envision Financial Svcs. | Lomita, CA | Aug 1999 - Current | 24 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1996 |
S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- CA
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Total Assets Under Management3,080MILLIONS
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Total Number of Accounts62,656ACCOUNTS
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Average Account Value$49,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
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