Patrick Murphy, financial advisor Logan UT

Patrick Murphy

CRD Number: 5504210
Current Firm: Adams Wealth Advisors

Patrick Murphy (CRD# 5504210) is an Investment Advisor Representative working at Adams Wealth Advisors in Logan, UT and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cachetech Logan, UT Dec 2023 - Current < 1
Adams Wealth Management, LLC Logan, UT Mar 2020 - Current 4
Charles Schwab Investment Advisory Lone Tree, CO Nov 2012 - Mar 2020 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for Patrick C. Murphy
Phone Number: (435)752-1702
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    444
    MILLIONS
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $260,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CO, ID, MT, OR, TX, UT

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