Stephen Murphy (CRD# 4140449) is an Investment Advisor Representative working at Triumph Capital Management in Malibu, CA and has over 24 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 6491551
Quantum Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triumph Capital Management | Denver, CO | Jun 2017 - Current | 6 |
| Cetera Advisor Networks LLC | Denver, CO | Sep 2019 - Feb 2020 | < 1 |
| Campbell & Company LP | Baltimore, MD | Oct 2008 - Jun 2017 | 8 |
| Campbell Financial Services LLC | Baltimore, MD | Oct 2008 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- CA
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Total Assets Under Management421MILLIONS
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Total Number of Accounts3,443ACCOUNTS
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Average Account Value$122,316
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TN, TX, WA, WI, WY
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