UBS Financial Services
47yrs
Top advisor by experience in Phoenix
2yrs
Max Patrick Murphy
Financial advisor at Raymond James Financial Services Advisors
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office148 N. 48th Street Floor 5, Phoenix, AZ 85034
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment 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.
Uniform Combined State Law Examination
Career
- Oct 2024 – nowRaymond James Financial Services Advisors, Inc.Current firm
- Aug 2024 – Oct 2024Equitable Advisors, LLCPreviously
Questions to ask Max
Tailored to Max’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Max
How do I contact Max?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Max Patrick Murphy. Max works from the Phoenix, AZ office.
How long has Max been a financial advisor?
Max has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Max for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Sequent Planning
47yrs
Top advisor by experience at Sequent Planning
Smead Capital Management
46yrs
Top advisor by experience at Smead Capital Management
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top 1% by experience in Phoenix
LPL Financial
46yrs
Top 1% by experience in Phoenix
Sharpepoint
46yrs
Top 1% by experience in Phoenix