Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Chandler Murphy is a financial advisor at Root Financial Partners, LLC based in Encinitas, California. Steven has been in the financial industry since January 25, 2022. Steven is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Steven specializes in financial planning, pension consulting, and portfolio management for individuals. Steven is also registered with the state of California and Idaho.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
09/27/2024 - Present
Root Financial Partners (ENCINITAS CA)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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