KM
CFP
KM
CFP

Kristen Murphy

23 Years of Experience
Memphis, TN
Broker

Kristen Murphy is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Memphis, TN, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

949 Shady Grove Road S., Floore 2, Memphis, TN, 38120

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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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.
April 2023 - Present · 3 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
September 2017 - April 2023 · 5 yrs 7 mos
Raymond James & Associates, INC.Broker
September 2017 - April 2023 · 5 yrs 7 mos
Suntrust Advisory Services, INC.
September 2016 - September 2017 · 1 yr
Suntrust Investment Services, INC.
May 2009 - December 2016 · 7 yrs 7 mos
Suntrust Investment Services, INC.Broker
April 2009 - September 2017 · 8 yrs 5 mos
Cassaday & CO INC
December 2007 - April 2009 · 1 yr 4 mos
Royal Alliance Associates, INC.Broker
October 2005 - May 2009 · 3 yrs 7 mos
Nationwide Investment Services CorporationBroker
February 2003 - October 2005 · 2 yrs 8 mos
State Registrations2 states
GATN
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.
Kristen Murphy - Financial Advisor | TrueAdvisor