Mahala Murphy-Martin
Mahala Murphy-Martin is a registered investment advisor at Planmember Securities Corporation, based in Carpinteria, CA, with 11 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
6187 Carpinteria Avenue, Carpinteria, CA, 93013
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Regulatory History
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
Mahala owns Strategic Retirement Consultants and is an independent agent, dedicating a significant amount of time to these activities. She also serves as a notary public, a board member for an adult group home, and the president of the Leavenworth Rotary Club.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
American Family Securities, LLCBroker
State Registrations13 states
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