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Detailed Report
WILLIAM MURPHY LEE
MURPHY WILLIAM LEE
CRD#: 7397440
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 3333 PEACHTREE RD
FL 3
ATLANTA, GA 30326
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 3754 ROSWELL RD
ATLANTA, GA 30342
Registration History
2021202220232024202520262 FIRMS2021 - Present (3 years)
License(s)

State Registrations

B
Alabama 3/14/2023
B
Massachusetts 3/14/2023
B
California 3/14/2023
B
Nevada 3/14/2023
B
Colorado 3/14/2023
B
North Carolina 3/14/2023
B
District of Columbia 3/14/2023
B
Ohio 3/14/2023
B
Florida 3/14/2023
B
Oklahoma 3/14/2023
B
Georgia 10/13/2021
B
South Carolina 3/14/2023
IA
Georgia 9/11/2023
B
Tennessee 3/14/2023
B
Hawaii 3/14/2023
B
Texas 8/4/2022
B
Idaho 3/14/2023
IA
Texas 8/4/2022
B
Illinois 3/14/2023
B
Virginia 3/14/2023
B
Indiana 3/13/2023
B
Wyoming 3/11/2024
B
Maryland 3/14/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
3333 PEACHTREE RD FL 3, ATLANTA, GA 30326
Registered with this firm since 10/14/2021
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
3754 ROSWELL RD, ATLANTA, GA 30342
3333 PEACHTREE RD NE FL 3, ATLANTA, GA 30326
Registered with this firm since 9/15/2021
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.