Kristen Beth Murphy

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 09/2017
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2016 → 09/2017
  Suntrust Advisory Services
  Atlanta, GA
• 09/2017 → 04/2023
  Raymond James & Associates, Inc.
  Savannah, GA
• 04/2023 → Present
  Raymond James Financial Services, Inc.
  Savannah, GA
• 04/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Savannah, GA
• 04/2023 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Savannah, GA

Previous Registrations

• 2017-09-26 → 2023-04-03
  Raymond James & Associates, Inc.
  Savannah, GA
• 2016-09-20 → 2017-09-27
  Truist Advisory Services, Inc.
  Savannah, GA
• 2009-05-06 → 2016-12-31
  Truist Investment Services, Inc.
  Savannah, GA
  Savannah, GA
  Savannah, GA
• 2007-12-17 → 2009-04-07
  Cassaday & Co Inc
  Mclean, VA

Other Businesses

(1)Name of Business: Fountain Financial Group Address: 949 Shady Grove Rd S Ste 200, Memphis, TN, 38120-4132, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/03/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sales Assistant - help Advisor build relationships with Pinnacle Partners, seek prospect opportunities for PAM offerings, assist Advisor with day to day processes. (2)Name of Business: Pinnacle Asset Management Address: 7 Trial Creek Ct, Savannah, GA, 31405, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/03/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor Assistant - help advisors build relationships with Pinnacle partners, seek prospect opportunities for bank and PAM offerings, assist advisors with day to day processes and financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-10
• S63 Uniform Securities Agent State Law Examination
  2005-06-16

Designations

• Certified Financial Planner

Other Names

• Kristen B Serie
• Kristen Beth Serie
• Kristen Beth Serie