Kristen MurphyCRD Number: 4622392
Current Firm: Suntrust Investment Services, Inc.
Kristen Murphy (CRD# 4622392) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Savannah, GA and has over 12 years of experience in the finance industry. Kristen Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Synovus Securities, Inc.
Minis & Company
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2009 - Current||7|
|Suntrust Bank||Garden City, GA||Apr 2009 - Aug 2009||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Apr 2009 - Aug 2009||< 1|
|Royal Alliance Associates||Mclean, VA||Oct 2005 - Apr 2009||3|
|Cassaday & Company||Mclean, VA||Oct 2005 - Apr 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2005|
|S65||NASAA Investment Advisors Law Examination||Apr 2006|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV