Wells Fargo Advisors
41yrs
Top advisor by experience in Mountain Lakes
31yrs
William Murphy is a fiduciary financial advisor in Mountain Lakes, New Jersey, with 31 years in the industry. William joined Wells Fargo Advisors in 2008, after four years at A. G. Edwards & Sons. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 16 advisors with offices in Mountain Lakes, and one of 14 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office333 Route 46 W Suite 101, Mountain Lakes, NJ 07046
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2003 – 2008A. G. Edwards & Sons, Inc.Previously
Contact William
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for William. 333 Route 46 W Suite 101Mountain Lakes, NJ 07046Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Wells Fargo Advisors at (314) 875-3000 and ask for William Murphy. William works from the Mountain Lakes, NJ office.
How long has William been a financial advisor?
William has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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