Kurt MurphyCRD Number: 3133132
Current Firm: Sageview Advisory Group, LLC
Kurt Murphy (CRD# 3133132) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Sageview Advisory Group, LLC||Newport Beach, CA||Sep 2021 - Current||< 1|
|First Allied Securities||Bloomfield, MI||Apr 2019 - Current||3|
|First Allied Securities, Inc.||San Diego, CA||Jun 2019 - Sep 2021||2|
|Hope Senior Home Care||Grosse Pointe, MI||Feb 2017 - Mar 2019||2|
|Allure Medical SPA||Shelby Township, MI||Feb 2016 - Feb 2017||1|
|Krm Partners||Grosse Pointe, MI||Jul 2015 - Jan 2016||< 1|
|Greenpath, Inc.||Farmington Hills, MI||Sep 2011 - Jun 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2020|
Total Assets Under Management176,336MILLIONS
Total Number of Accounts4,270ACCOUNTS
Average Account Value$41,296,548
- 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
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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