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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

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General Information

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

Services

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

Fee Structure:    Commissions Only
Minimum Fee Charged for Managed Accounts:    1%
Minimum Portfolio Size for New Managed Accounts:    100,000.00
Compensation Methods:    Based on Assets, Commissions
Fee % Based on Assets:    1%
 
 
 

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