Steven Murphy (CRD# 7314485) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Tustin, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sterling Wealth Partners | Tustin, CA | Dec 2020 - Current | 3 |
California State University | Fullerton, CA | Aug 2018 - May 2021 | 2 |
Whittier Area Community Church | Whittier, CA | Feb 2019 - Dec 2020 | 1 |
Fullerton College | Fullerton, CA | Aug 2016 - May 2018 | 1 |
Life Pacific University | San Dimas, CA | Aug 2015 - Aug 2016 | 1 |
Sonora High School | Sonora, CA | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- CA
- ID
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Total Assets Under Management269MILLIONS
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Total Number of Accounts1,395ACCOUNTS
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Average Account Value$192,611
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV
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