James Murphy, financial advisor Westbrook ME

James Murphy

CRD Number: 1512610
Current Firm: J. Murphy Asset And Tax Management

James Murphy (CRD# 1512610) is an Investment Advisor Representative working at J. Murphy Asset And Tax Management in Westbrook, ME and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
J. Murphy Asset Management, Llc Dba J. Murphy Asset And Tax Mana Westbrook, ME Jan 2017 - Current 7
J. Murphy Pa Westbrook, ME Oct 1988 - Current 35
Cambridge Investment Research, Inc. Fairfield, IA Jan 2010 - Jan 2017 7
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2010 - Jan 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for James R. Murphy
Phone Number: 207-879-1040
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    24
    MILLIONS
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $165,038
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

ME

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