Nationwide Financial Planners

National Coverage

Local Professionals

Featured Business Financial Advisor in Crystal River, FL
Crystal River Financial Advisors
Candy Murphy of Investors Choice Financial
Crystal River, FL 34429
Advisor Profile
Candy Murphy
Name:  Candy Murphy
Research This Advisor

About Candy Murphy of Investors Choice Financial

......
 

General Information

Gender:    Female
CRD#:    4956423
Insurance License#:    P007797
Name of Broker/Dealer:    Investacorp
Name of Custodial Firm:    National Financial Services
States Licensed in:    Fl,IL,WA,
States Willing to do Business in:    all
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    2
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors, Investment Clubs
 

Services

Investment Types:    Insurance, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Annuities, Socially Responsible Investments (SRI)
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Wealth Management Advisor(AWMA)
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Disability, Life, Long Term Care, Variable Annuity, Variable Life, Annuity
Financial Organization Memberships:    National Association of Personal Financial Advisors (NAPFA)
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a commission only financial professional
Minimum Portfolio Size for New Managed Accounts:    100,000.00
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    1%
Minimum Fee Charged for Managed Accounts:    1%
 
 
 
Prepared By: Candy Murphy

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.