PM
CFP · ChFC
PM
CFP · ChFC
Patrick Murray is a CFP, ChFC-designated registered investment advisor, based in Fountain Hills, AZ, with 36 years of industry experience.
Location
17100 E Shea Blvd, Suite 400A, Fountain Hills, AZ, 85268
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Regulatory History (1)
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Regulatory
July 2002Final
Other Business Activities
Patrick is the CCO of Key Group Management LLC, an independent RIA, dedicating nearly full-time hours to this role. He also manages Key Group Tax Services, providing tax preparation services, taking about a quarter of his time, and manages Red Capture, a software consulting and marketing business, spending minimal time on it.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLC
February 2025 - Present · 1 yr 3 mos
Key Group Management, INC.
May 2008 - Present · 18 yrs
Previous Registrations
Concourse Financial Group Securities, INC.Broker
August 2022 - February 2025 · 2 yrs 6 mos
Royal Alliance Associates, INC.Broker
March 2017 - August 2022 · 5 yrs 5 mos
National Planning CorporationBroker
January 2009 - March 2017 · 8 yrs 2 mos
Royal Alliance Associates, INC.
March 2008 - January 2009 · 10 mos
Royal Alliance Associates, INC.Broker
June 2003 - January 2009 · 5 yrs 7 mos
The Key Group INC.Broker
May 1997 - August 2003 · 6 yrs 3 mos
Linsco/private Ledger CORP.Broker
June 1995 - August 1997 · 2 yrs 2 mos
Painewebber IncorporatedBroker
July 1989 - June 1995 · 5 yrs 11 mos
State Registrations9 states
AZCACTFLILNCNJNYTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.