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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
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About Candy Murphy of Investors Choice Financial

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General Information

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

Services

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

Qualifications & Memberships

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

Compliance

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

Compensation and Fees

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

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