Kevin Patrick Murphy
Investment adviser representative at Stevens Capital Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$810.3MFirm assets
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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
12 years in the industry.
- Stevens Capital Partners IncAug 2026 to now
- Fisher InvestmentsMar 2022 to Aug 2026
- Pacific Life Insurance CompanyOct 2017 to Mar 2022
- Pacific Select Distributors, LLCOct 2017 to Mar 2022
- Great-west FinancialOct 2014 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Stevens Capital Partners
Legal name: Stevens Capital Partners Inc
$810.3MAssets managed
681Clients
11Advisers
4 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
- 6413409
- Firm CRD
- 317517