James Andrew Murphy

CFP

Northstar Investment Advisory LLC

7 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & Coaching

Northstar Investment Advisory LLC

Compensation

Fixed/Hourly

Firm Size

9 advisors

Number of Clients

17,809 clients

Average Client Portfolio

Not specified

Fee Structure

Location

Provo, UT

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Northstar Investment Advisory LLC

April 2022 - Present · 3 yrs 10 mos

Previous Registrations

Dentist Advisors

August 2020 - January 2021 · 5 mos

Learnvest Planning Services, LLC

August 2017 - June 2018 · 10 mos

Vanguard Marketing CorporationBroker

July 2014 - July 2017 · 3 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.