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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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,493 clients with $1.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
2,493 clients
Average Client Portfolio
$779K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee of 1.5% based on assets under management. For the LPL Model Wealth Portfolios program, the total account fee is subject to a maximum of 1.75%, with SCS's portion no more than 1.5%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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

Get directions

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 · 2 yrs 1 mo
LPL Financial LLCBroker
July 2024 - Present · 2 yrs 3 mos
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.