KM
KM

Kelly Murphy

15 Years of Experience
Lake Oswego, OR
Broker

Kelly Murphy is a registered investment advisor at Wells Fargo Advisors, based in Lake Oswego, OR, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5885 Meadows Road, Ste 125, Lake Oswego, OR, 97035

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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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Other Business Activities

Kelly works as a bartender at China Delight, dedicating a few hours per week. Kelly also holds power of attorney for her father.

Employment History
Current Registrations
Wells Fargo Advisors
November 2023 - Present · 2 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
December 2011 - October 2023 · 11 yrs 10 mos
Wells Fargo Clearing Services, LLC
November 2011 - October 2023 · 11 yrs 11 mos
Wells Fargo Investments, LLC
April 2009 - March 2010 · 11 mos
Wells Fargo Investments, LLCBroker
March 2009 - March 2010 · 1 yr
State Registrations1 state
OR
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.
Kelly Murphy - Financial Advisor | TrueAdvisor