Unclaimed
Kyle Evan Murphy is a financial advisor with over 20 years of experience in the industry. He has a Series 7, 6, 63, and 66 license and is registered with Osaic Wealth, Inc. in Virginia. Kyle's previous experience includes roles at Signator Investors, Inc. and NYLIFE Securities LLC. Kyle currently holds a position as the president of Murphy Insurance Solutions Inc. and has been working with clients to discover and provide solutions for their insurance needs since 2018. Kyle's area of focus is helping his clients plan for their financial future, build wealth, and manage their investments. He offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and families.
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.
1
2
VA
11/02/2018 - Present
Osaic Wealth, Inc. (RICHMOND VA)
VA
10/17/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HENRICO VA)
VA
09/21/2000 - 02/04/2016
NYLIFE SECURITIES LLC (GLEN ALLEN VA)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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