Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Murphy is a financial advisor with The Strategic Financial Alliance, Inc. Kevin has been in the financial industry since 2008 and has been registered with the state of Georgia since 2014. Kevin is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Kevin is a registered representative of and offers securities through The Strategic Financial Alliance, Inc. Kevin provides financial planning, portfolio management for individuals and businesses, and educational seminars. Kevin specializes in retirement planning, investment management, and college savings.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
03/10/2014 - Present
THE Strategic Financial Alliance, Inc. (ALPHARETTA GA)
GA
07/18/2011 - 03/10/2014
UBS FINANCIAL SERVICES INC. (ALPHARETTA GA)
GA
10/09/2008 - 07/19/2011
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
BOTH
Issued 10/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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