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Paul Murphy

19 Years of Experience
Bellevue, WA
1 DisclosureBroker

Paul Murphy is a registered investment advisor at Scs, based in Bellevue, WA, with 19 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,167 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
2,167 clients
Average Client Portfolio
$756K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

SCS manages investments through its own program and LPL's program. Fees for the LPL program are negotiable, up to 2.60% annually. This fee includes LPL's program fee, a strategist fee (if applicable), and SCS's advisor fee (up to 2.00%). Fees are paid quarterly in advance. SCS advisory representatives are compensated through salary and structured bonus and are incented to bring assts to the firm and to establish new client relationships. They do not make more or less because they recommend a particular investment management program.

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Location

10900 NE 8th Street, 15th Floor - Suite 1550, Bellevue, WA, 98004

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History

Regulatory History (1)
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Criminal
September 2000
Final Disposition
Other Business Activities

Paul provides investment advisory services through SCS, an independent investment advisor firm, dedicating full-time hours to this activity. Paul also uses SCS as a DBA for his LPL business, also dedicating full-time hours.

Employment History
Current Registrations
Scs
September 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
July 2024 - Present · 2 yrs
Previous Registrations
Adp Broker-Dealer, INC.Broker
May 2022 - July 2024 · 2 yrs 2 mos
Transamerica Investors Securities CorporationBroker
January 2021 - May 2022 · 1 yr 4 mos
Adp Broker-Dealer, INC.Broker
March 2014 - January 2021 · 6 yrs 10 mos
Ing Financial Advisers, LLCBroker
May 2010 - April 2014 · 3 yrs 11 mos
Adp Broker-Dealer, INC.Broker
April 2006 - November 2009 · 3 yrs 7 mos
State Registrations2 states
TXWA
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.
Paul Murphy - Financial Advisor | TrueAdvisor