Unclaimed
Kara Murphy is a financial advisor with Kestra Investment Management, LLC based in Austin, Texas. Kara has been working in the financial industry since 2001 and has a strong background in investment management. Kara is a Chartered Financial Analyst and holds a Series 7 license. Kara's current employment began in June 2021. Kara previously worked at Morgan Stanley DW Inc. in Purchase, New York, and has also held positions at AIG, SunAmerica Asset Management, LLC, and United Capital Financial Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment advice to other registered investment advisors and trust companies
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
03/04/2022 - Present
Kestra Investment Management, LLC (AUSTIN TX)
NY
01/22/2001 - 06/28/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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