Kevin Michael Murphy
Investment adviser representative at Vanderbilt Advisory Services
10 yearsExperience
2 statesRegistered in
$2.1BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Vanderbilt Advisory ServicesMar 2023 to now
- Vanderbilt Securities, LLCMar 2023 to now
- LPL Financial LLCDec 2021 to Feb 2023
- Financial Resources Group Investment Services, LLCDec 2021 to Aug 2022
- Sterling National BankDec 2021 to Aug 2022
- Cuna Brokerage Services, Inc.Sep 2016 to Nov 2021
- Cuna MutualSep 2016 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2638542
- Firm CRD
- 116537