Best Investors Account Sign in
Inactive

Charles Dwayne Murphy

American Investment Services Inc

Great Barrington, MA

CRD 4803191

Claim This Profile
Employer firm

American Investment Services Inc CRD 110043

$1.07B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
American Investment Services Inc

250 Division Street, Great Barrington, MA 01230 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-03-08
MA RA APPROVED 2007-11-14
  • TX RA
    APPROVED_RES
    Since 2018-03-08
  • MA RA
    APPROVED
    Since 2007-11-14

Branch Locations

250 Division Street, Great Barrington, MA 01230 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Investment Service Great Barrington MA 11/2007 Present
  • 11/2007 → Present
    American Investment Service
    Great Barrington, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-10-25
S65 Uniform Investment Adviser Law Examination 2004-03-29
  • S63 Uniform Securities Agent State Law Examination
    2005-10-25
  • S65 Uniform Investment Adviser Law Examination
    2004-03-29
Other Names
  • Charles Dwayne Murphy
  • Charles Dwayne Murphy
  • Charles Dwayne Murphy

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Great Barrington, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor