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Brian MurphyFinancial Advisor
Phone: 201-909-3707 Brian Murphy is a Financial Advisor who has been in the securities industry for more than twelve (12) years. He obtained his Certified Public Accountant's ("CPA") license in 1993. Brian holds the Series 6 and 63 securities registrations and is a licensed insurance agent in NJ, NY, and FL. Brian is also the President of Tax Plan, a privately held company that prepares and files tax returns on behalf of individuals and corporations. Brian and his wife Laura live in Sparkill, NY with their three (3) children, Kimberly, Emily and Daniel. 
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501 Park Ave. Phone: 908-322-2400 |
*Securities and Investment Advisory services offered through SagePoint Financial, Inc., A Registered Broker Dealer, Member FINRA/SIPC and A Registered Investment Advisor.
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IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator