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Brian A. Murphy

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CRD#: 4743164
BM

Professional summary


Brian Andrew Murphy was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Brian is a previously registered financial professional and started their career in finance in 2004. Prior to being barred, Brian had worked at 6 firms, which includes FOX WEALTH ADVISORS LLC, FOX FINANCIAL MANAGEMENT CORPORATION, EMERSON EQUITY LLC, SYNERGY INVESTMENT GROUP LLC, SYNDICATED CAPITAL INC., PFS INVESTMENTS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 2, 2007 - May 30, 2019

FOX WEALTH ADVISORS LLC

RIA
CRD#: 142012
CARROLLTON, TX
Past

January 3, 2007 - December 24, 2013

FOX FINANCIAL MANAGEMENT CORPORATION

BD
CRD#: 134277
CARROLLTON, TX
Past

April 12, 2006 - November 20, 2006

EMERSON EQUITY LLC

BD
CRD#: 130032
DALLAS, TX
Past

September 23, 2005 - March 27, 2006

SYNERGY INVESTMENT GROUP, LLC

BD
CRD#: 46035
DALLAS, TX
Past

June 24, 2004 - November 9, 2005

SYNDICATED CAPITAL, INC.

BD
CRD#: 29037
DIAMOND BAR, CA
Past

January 26, 2004 - June 25, 2004

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/28/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


FW
FOX WEALTH ADVISORS LLC
FFM ADVISOR GROUP LLC | NORTH TEXAS INSURANCE GROUP, INC. | FOX WEALTH ADVISORS LLC | FOX FINANCIAL MANAGEMENT, INC. | FOX FINANCIAL MANAGEMENT CORP.

CRD#: 142012 / SEC#:

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Contact information


Main Address
2129 North Josey Lane, Carrollton, TX 75006
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


FOX WEALTH ADVISORS LLC

CRD#: 142012

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