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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Patrick Murphy is an investment advisor representative registered with Fisher Investments. Kevin is a registered investment advisor (IA) and has passed the Series 65 exam. Kevin has also passed the Series 6 and SIE exams. Kevin previously worked at Pacific Select Distributors, LLC and GWFS Equities, Inc. Kevin is based in PLANO, TX. Fisher Investments is a registered investment advisor with the SEC. Fisher Investments specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments also provides portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/02/2022 - Present
Fisher Investments (PLANO TX)
NE
10/16/2017 - 03/02/2022
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
KS
05/27/2015 - 09/26/2017
GWFS EQUITIES, INC. (OVERLAND PARK KS)
IA
Issued 05/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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