Article Published in Financial Advisor IQ on October 7, 2021 by I'Yonna Applon- Kettles.
Murphy serves as managing director of Counterweight. Part of his team is director of client services Carroll Davis, who also joined from RBC Wealth, according to TruClarity.
“Establishing an independent firm enables us to exclusively focus on our clients,” Murphy said in a statement.
TruClarity supports advisors who are setting up their independent practice by helping them build their own brand and business.
Counterweight’s investment advisory services are offered through RIA firm TCWP, according to TruClarity.