RBC Capital Markets
47yrs
Top 1% by experience in Omaha
18yrs
Based in Omaha, Nebraska, James Murphy is a fiduciary financial advisor with 18 years of industry experience. James joined Merrill in 2025, after four years at TLG Advisors and a year at Corecap Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 1872 advisors with offices in Omaha, and one of 1744 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 60% of advisors at Merrill
Office4358 Dodge St, Omaha, NE 68131
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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
- Jun 2025 – nowMerrillCurrent firm
- 2021 – 2025TLG Advisors, Inc.Previously
- Apr 2020 – Apr 2021Corecap AdvisorsPreviously
- Jul 2017 – Sep 2018TD Ameritrade, Inc.Previously
- Jul 2017 – Sep 2018TD Ameritrade Investment Management, LLCPreviously
- 2015 – 2017Bancwest Investment Services, Inc.Previously
- 2011 – 2014Wells Fargo Clearing Services, LLCPreviously
Contact James
(800) 637-7455Firm headquarters in New York, NY. Ask for James. 4358 Dodge StOmaha, NE 68131Office · Get directions
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Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 James
How do I contact James?
Call Merrill at (800) 637-7455 and ask for James Murphy. James works from the Omaha, NE office.
How long has James been a financial advisor?
James has been in the industry since 2008, about 18 years. More experience than 60% of advisors at Merrill.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James 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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