Payton Drake Murphy
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
9 years in the industry.
- Charles Schwab Bank, SsbAug 2021 to now
- Charles Schwab & Co., Inc.Feb 2020 to now
- TD Ameritrade, Inc.Jun 2022 to Dec 2023
- TD Ameritrade Investment Management, LLCJun 2022 to Sep 2023
- UnemployedDec 2019 to Feb 2020
- Assemblers IncJul 2019 to Dec 2019
- Ocmulgee BrewpubMay 2018 to Apr 2019
- Mercer UniversityAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7228133
- Firm CRD
- 5393