user avatar

William Murphy

Advisor at LPL Financial

Updated today

Location

Iselin, NJ 08830

Credentials

Series 63, Series 66

Industry experience

33 years

About

William Murphy is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Citizens Securities, Cetera, Wells Fargo Clearing, and PNC Investments. Murphy is based in Woodbridge, NJ. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

1162 Green Street

Iselin, NJ 08830

Most active in

New Jersey

Work history

LPL Financial

2023 - Present (3 years)

Citizens Securities, Inc.

2022 - 2023 (1 year)

Cetera

2020 - 2022 (2 years)

INVESTORS BANK

2020 - 2022 (2 years)

Cetera Investment Services Llc

2020 - 2022 (2 years)

Wells Fargo Clearing

2017 - 2020 (3 years)

Pnc Investments

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
user avatar

Phillip D

Series 65

Staten Island, NY

Heartland Northeast LLC

Phillip Defranco is the Managing Member and Chief Compliance Officer of Heartland Northeast LLC, holding a Series 65 designation with one year of industry experience. He has prior experience at Kornett, Inc. and is the owner of Northeast Advocacy Network, Inc., where he also serves as a licensed insurance agent. Heartland Northeast LLC provides investment advisory and portfolio management services to individual and high-net-worth clients, utilizing a combination of analytical methods focused on long-term trading and tailored model allocations. The firm offers both discretionary and non-discretionary management and sponsors a wrap fee program.

Annuities
user avatar

Matthew W

Series 65

Colonia, NJ

WRIGHT Investment Partners LLC

Matthew Wright is the principal and sole advisor at WRIGHT Investment Partners LLC, with eight years of industry experience. He holds a Series 65 designation and previously worked as a private investor for five years before founding his firm in 2016. Outside of advisory work, he is a principal in a business that owns a small Class C office building. WRIGHT Investment Partners LLC provides portfolio management services to individual and high net worth clients, focusing on personalized Investment Policy Statements and discretionary management. The firm uses a combination of fundamental and quantitative analysis with a long-term trading approach, offering a range of investment products and conducting at least monthly account reviews.

Annuities
user avatar

Michael G

Series 66

Elizabeth, NJ

Luxe Capital Management Inc.

Michael Godeanu is a financial advisor at Luxe Capital Management Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at Singer Wealth Advisors LLC, Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and AXA Advisors, LLC. Outside of finance, he is the owner of Berzerk Fitness LLC, an e-commerce retail business, and has served as an on-ice hockey official for USA Hockey since 2004. Luxe Capital Management, founded in 2024, provides portfolio management, financial planning, retirement plan consulting, and adviser selection services to individual and institutional clients. The firm employs a multi-method investment approach combining fundamental, technical, and cyclical analysis, and manages accounts using long-term, short-term, and trading strategies, typically on a discretionary basis.

Passive / index investing
user avatar

Samuel M

CFP®

Jersey City, NJ

McPherson Financial Advisors, Inc.

Samuel McPherson is a CFP® professional and the sole advisor at McPherson Financial Advisors, Inc. in Jersey City, NJ, with 17 years at his independent firm and a total of 4 years of industry experience. McPherson Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, small businesses, and retirement plan clients. The firm operates as a fee-only fiduciary, using a strategic asset allocation framework with a core-and-satellite approach focused on low-cost index funds and ETFs, and offers pension consulting services and ancillary business management to select clients.

Elder care planning College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
user avatar

Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")