James Raymond Murphy

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 03/2017
  Foresters Financial Services
  Atlanta, GA
• 04/2017 → 06/2017
  Electronic Merchant Systems
  Atlanta, GA
• 06/2017 → 07/2017
  Foresters Financial Services
  Atlanta, GA
• 07/2017 → 08/2019
  Foresters Financial Services
  Atlanta, GA
• 11/2018 → 08/2019
  Foresters Advisory Services
  Atlanta, GA
• 09/2019 → 04/2021
  Primerica Financial Services
  Duluth, GA
• 04/2021 → 07/2022
  Primerica Financial Services
  Duluth, GA
• 07/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2019-10-21 → 2022-07-19
  Pfs Investments Inc.
  Duluth, GA
• 2018-12-17 → 2019-06-20
  Foresters Advisory Services, Llc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-23
• S63 Uniform Securities Agent State Law Examination
  2016-09-20