TM
Terrance P. Murphy
TOTAL CLARITY WEALTH MANAGEMENT,
Fort Myers Beach, FL
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CRD#: 2191779
TM
Professional summary
Terrance Patrick Murphy, AIF®, CFP®, who also goes by Terry Murphy, is a registered financial advisor currently at TOTAL CLARITY WEALTH MANAGEMENT, INC located in Fort Myers Beach, Florida and LPL FINANCIAL LLC located in Fort Myers Beach, Florida.
Terrance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Terrance has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 4 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Terry Murphy
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 10/01/2018 - TERRANCE MURPHY - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 1/2000 - Time Spent 10% 2) 10/01/2018 - WALL STREET FINANCIAL ADVISORS, INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/2000 - 160 hours per month/ 8 hours during trading 3) 10/01/2018 - MURPHY HOLDINGS, LLC - Real Estate Rental - Investment Related - St. Charles, IL - Start Date 11/2000 - Time Spent 1% 4) 10/01/2018 - Tax Intake Service - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 4/2016 - 4HRS/MO DURING TRADING 5) 10/01/2018 - EXEMPLAR ADVISOR SERVICES, LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Crystal Lake, IL - Start Date 4/2016 - 20HRS/MO DURING TRADING 6) 10/01/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/2006 - 1 hour during trading 7) 10/3/2018 - TOTAL CLARITY WEALTH MANAGEMENT, INC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - PRESIDENT/OWNER - Start Date: 07/2006 - 140 Hours Per Month/140 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through TOTAL CLARITY WEALTH MANAGEMENT, INC, an independent investment advisor firm. I started this business activity in 8/2018. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 12/19/2023 - Exemplar Advisor Services - SD - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Crystal Lake, Il - Start Date 11/01/2022 - 4 Hours Per Month/ During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Terrance Patrick Murphy's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
April 12, 2007 - Present
TOTAL CLARITY WEALTH MANAGEMENT, INC
RIA
CRD#: 142728
Fort Myers Beach, FL
Current
October 1, 2018 - Present
LPL FINANCIAL LLC
Office #2: 525 Tyler Rd Ste T, St Charles, IL 60174RIA
BD
CRD#: 6413
FORT MYERS BEACH, FL
Past
November 28, 2000 - October 5, 2018
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
ST. CHARLES, IL
Past
November 10, 2000 - October 5, 2018
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
ST. CHARLES, IL
Past
December 5, 1991 - November 6, 2000
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
December 5, 1991 - November 6, 2000
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC
CRD#: 142728 / SEC#: 801-67755
RIA
Registered Investment Advisory firm - (4/11/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/22/2019)
RR
Arizona(10/1/2018)
RR
Arkansas(10/1/2018)
RR
California(10/1/2018)
RR
Colorado(10/1/2018)
RR
Connecticut(10/1/2018)
RR
District of Columbia(9/7/2023)
RR
Florida(10/1/2018)
IAR
Florida(8/10/2020)
RR
Georgia(10/1/2018)
RR
Hawaii(10/1/2018)
IAR
Illinois(4/12/2007)
RR
Illinois(10/1/2018)
RR
Indiana(10/1/2018)
RR
Iowa(10/1/2018)
RR
Kansas(10/1/2018)
RR
Kentucky(10/1/2018)
RR
Maryland(10/1/2018)
RR
Massachusetts(10/1/2018)
RR
Michigan(10/1/2018)
RR
Minnesota(12/3/2018)
RR
Missouri(10/1/2018)
RR
Montana(9/7/2023)
RR
Nebraska(1/27/2021)
RR
Nevada(10/1/2018)
RR
New Jersey(10/1/2018)
RR
New York(10/1/2018)
RR
North Carolina(10/23/2023)
RR
Ohio(10/1/2018)
RR
Oklahoma(3/25/2021)
RR
Pennsylvania(10/1/2018)
RR
South Carolina(10/1/2018)
RR
Tennessee(8/7/2023)
IAR
Texas(4/12/2007)
RR
Texas(10/1/2018)
RR
Utah(10/1/2018)
RR
Virgin Islands(10/16/2020)
RR
Virginia(10/1/2018)
RR
Washington(10/1/2018)
RR
Wisconsin(10/1/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TC
TOTAL CLARITY WEALTH MANAGEMENT, INC
AMERICAN CAPITAL MANAGEMENT | TOTAL CLARITY WEALTH MANAGEMENT, INC | PREACTIVE INVESTMENTS | PLANNED FINANCIAL INDEPENDENCE | EXEMPLAR FINANCIAL NETWORK | CRITERION WEALTH ADVISORS, LLC | BEYOND WEALTH MANAGEMENT, INC. | AMERICAN CAPITAL MANAGEMENT, INC
CRD#: 142728 / SEC#: 801-67755
RIA
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Contact information
Main Address
525 Tyler Rd Suite T, St. Charles, IL 60174
Mailing Address
Phone number
(630) 762-9352
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,412 |
| AUM (Assets Under Management) | $ 607,883,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD#: 142728Fort Myers Beach, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
