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Crystal River Financial Advisors
Candy Murphy of Investors Choice Financial
Crystal River, FL 34429
Advisor Profile
Candy Murphy
Name:  Candy Murphy
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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:    Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs


Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Bonds, Commodities, Stocks, Annuities, Mutual Funds, Options & Futures, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, At your home, At your office, Via email

Qualifications & Memberships

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


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

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