Cetera Investment Advisers
40yrs
Top advisor by experience in Crystal River
21yrs
Candy Murphy has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Crystal River, Florida. After four years at Securities America Advisors and seven years at Investacorp Advisory Services, Candy joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 18 advisors with offices in Crystal River, and one of 14 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in Florida
OfficeCrystal River, FL
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024Securities America Advisors, Inc.Previously
- 2013 – 2020Investacorp Advisory Services Inc.Previously
- Feb 2011 – Dec 2011Investacorp Advisory Services Inc.Previously
- 2005 – 2011Raymond James & Associates, Inc.Previously
Questions to ask Candy
Tailored to Candy’s registration and firm.
- 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 Candy
How do I contact Candy?
Call Osaic Wealth at 800-821-5100 and ask for Candy Murphy. Candy works from the Crystal River, FL office.
How long has Candy been a financial advisor?
Candy has been in the industry since 2005, about 21 years. More experience than 64% of advisors in Florida.
What licenses does Candy hold?
Series 66. Tap any license on this page to see what it allows.
Is Candy a fiduciary?
Candy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Candy paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Candy 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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