Kathryn MurphyCRD Number: 6450069
Current Firm: Private Advisor Group, LLC
Kathryn Murphy (CRD# 6450069) is an Investment Advisor Representative working at Private Advisor Group, LLC in Mount Juliet, TN and has over 7 years of experience in the finance industry.
Cypress Capital, LLC
Ameriprise Financial Services, LLC
Raymond James Financial Services Advisors, Inc.
|Lpl Financial LLC||Juliet, TN||Dec 2022 - Current||< 1|
|Private Advisor Group, LLC||Morristown, NJ||Dec 2022 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2017 - Dec 2022||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Dec 2017 - Dec 2022||5|
|The O.n. Equity Sales Company||Cincinnati, OH||Jun 2017 - Dec 2017||< 1|
|Ohio National Financial Services||Cincinnati, OH||May 2017 - Dec 2017||< 1|
|Mml Investors Services||Cincinnati, OH||Feb 2016 - May 2017||1|
|Massmutual||Cincinnati, OH||Jun 2015 - May 2017||1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Mar 2015 - May 2015||< 1|
|Penn Mutual Life Ins Co||Horsham, PA||Aug 2014 - May 2015||< 1|
|The Bridge Financial Group||Cincinnati, OH||Aug 2014 - May 2015||< 1|
|Unemployed||Cincinnati, OH||Jun 2014 - Jul 2014||< 1|
|Rje Business Interiors||Cincinnati, OH||Feb 2014 - May 2014||< 1|
|Prosource||Cincinnati, OH||Mar 2012 - Jan 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2016|
|S65||NASAA Investment Advisors Law Examination||Sep 2017|
Total Assets Under Management28,519MILLIONS
Total Number of Accounts114,555ACCOUNTS
Average Account Value$248,957
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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