Sean Joseph Murphy

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 01/2011 → 06/2021
  Student
  Rancho Palos Verdes, CA
• 06/2021 → 02/2022
  The Salvation Army
  Rancho Palos Verdes, CA
• 02/2022 → Present
  Envision Financial Group, Inc.
  Rolling Hills Estates, CA
• 05/2022 → Present
  Gwn Securities, Inc.
  Palm Beach Gardens, FL

Other Businesses

Envision Financial & Insurance Services Inc,Is Investment Related,,DBA/Financial Services,Financial Professional,2018-06-18,80 hours per month,80 hours per month during trading hours, Commission Compensation, DBA/Financial Services and Insurance. THE PENSION GEEKS INVESTMENT RELATED: Is Investment Related, ADDRESS: 777 Silver Spur Rd, Suite 213, Rolling Hills Estates, CA, 90274, United States" NATURE: Retirement & Pension Planning, POSITION: Vice President, START DATE: 7/22/2024, NUMBER OF HOURS; 200 hours per month, SECURITIES TRADING HOURS: 5 hours per month during trading hours, Other Compensation, "Prospecting, marketing, sales and service of fixed annuities to employees of K-12 schools. Compensation type is a mix of fee based and commissions."

Exams

• S66 Uniform Combined State Law Examination
  2023-02-06

Designations

• Certified Financial Planner