Kristen Murphy, financial advisor Savannah GA
96 score

Kristen Murphy

CRD 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 11 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Kristen B. Murphy
Phone Number: 404-813-8981
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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