Unclaimed
Kevin Murphy is a financial advisor with Commonwealth Financial Network. Kevin has been in the financial services industry since 2008. Kevin holds the Series 63, Series 65, Series 7, and SIE licenses. Kevin is registered to provide investment advice in 12 states, including California, Florida, Illinois, and Massachusetts. Kevin is an experienced financial advisor with a focus on providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Kevin is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/19/2019 - Present
Commonwealth Financial Network (Ann Arbor MI)
MI
07/04/2008 - 03/18/2019
LPL FINANCIAL LLC (ANN ARBOR MI)
IA
Issued 08/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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