KM
CFP
KM
CFP

Kevin Murphy

43 Years of Experience
Shreveport, LA
Broker

Kevin Murphy is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Shreveport, LA, with 43 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

Loading...

Location

738 N Ashley Ridge Loop, Shreveport, LA, 71106

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Kevin owns commercial real estate and is involved in several LLCs, including one for building/office expenses and another for practice acquisition activities. He also owns Kevin L Murphy LLC to manage his Ameriprise business.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
October 2006 - Present · 19 yrs 7 mos
Ameriprise Financial Services, LLCBroker
November 1982 - Present · 43 yrs 6 mos
Ameriprise Financial Services, LLC
November 1982 - Present · 43 yrs 6 mos
Previous Registrations
Ids Life Insurance CompanyBroker
June 2002 - July 2006 · 4 yrs 1 mo
Ids Financial Services INC.Broker
November 1982 - December 1986 · 4 yrs 1 mo
State Registrations31 states
AKALARAZCACOCTFLGAILINKSKYLAMIMNMSNCNMNVNYOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.