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 Next Financial Group, Inc., with over 22 years of experience in the financial services industry. Kevin holds several licenses and certifications including Series 6, 7, 63, and 65. Kevin specializes in helping individuals, families, and businesses with a range of financial needs including retirement planning, investment management, and insurance. Kevin is a dedicated financial professional who is committed to providing personalized advice and guidance to help clients reach their financial goals. Kevin is registered with the following states: Connecticut, Delaware, Florida, Georgia, Maryland, Montana, New Jersey, North Carolina, Pennsylvania, Texas, and Virginia. Kevin also has a strong commitment to community involvement and is actively involved in various local organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
PA
03/07/2022 - Present
Next Financial Group, Inc. (WAYNE PA)
PA
11/16/2000 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
IA
Issued 03/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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