Advisor at Murphy Investment Advisors, Inc.
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Firm
Murphy Investment Advisors, Inc.
Location
Pasadena, CA 91101
Credentials
Series 63, Series 65
Industry experience
24 years
David Murphy is the sole advisor at Murphy Investment Advisors, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He worked at Trust Company of the West and TCW Brokerage Services from 1999 to 2016 before founding his current firm in 2016. Murphy Investment Advisors provides ongoing asset management to high-net-worth individuals, managing approximately $78 million across 34 client accounts. The firm uses fundamental analysis and a mix of long- and short-term strategies to create diversified portfolios with individual stocks, bonds, mutual funds, ETFs, options, and other securities, offering at least quarterly reviews and periodic rebalancing.
Based on Murphy Investment Advisors, Inc.
Maximum 1.00% annually; fees are negotiable and billed quarterly in advance on a pro-rata basis
140 S. Lake Avenue, Suite 223
Pasadena, CA 91101
California · Texas
Murphy Investment Advisors, Inc.
2016 - Present (10 years)
Trust Company of the West
1999 - 2016 (17 years)
TCW Brokerage Services
1999 - 2016 (17 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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