Kevin Murphey, financial advisor Stevenson AL
93 score

Kevin Murphey

CRD Number: 1358270
Current Firm: Geneos Wealth Management, Inc.

Kevin Murphey (CRD# 1358270) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Stevenson, AL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management, Inc. Hixson, TN Jan 2015 - Current 1
Murphey Financial Services Hixson, TN Apr 2000 - Current 16
Union Fidelity Insurance Company Trevose, PA Nov 2000 - Jan 2015 14
Oneamerica Securities Hixson, TN Jul 2000 - Jan 2015 14
Bluecross Blueshield Of Tn Chattanooga, TN Jun 2000 - Jan 2015 14
American United Life Hixson, TN May 2000 - Jan 2015 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Kevin J. Murphey
Phone Number: 303-785-8470
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,024
    MILLIONS
  • Total Number of Accounts
    10,968
    ACCOUNTS
  • Average Account Value
    $184,545
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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