Kelly Ann Murphy

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2000 → 10/2023
  Wells Fargo Bank Na
  Beaverton, OR
• 11/2016 → 10/2023
  Wells Fargo Clearing Services, Llc
  Beaverton, OR
• 10/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Lake Oswego, OR
• 10/2020 → Present
  China Delight
  Portland, OR

Previous Registrations

• 2011-11-25 → 2023-10-13
  Wells Fargo Clearing Services, Llc
  Beaverton, OR
  Lake Oswego, OR
  Portland, OR
  Vancouver, WA
  Lake Oswego, OR
  Portland, OR
• 2009-04-14 → 2010-03-24
  Wells Fargo Investments, Llc
  Aloha, OR
  Portland, OR
  Aloha, OR

Other Businesses

CHINA DELIGHT, NOT INVT RELATED, PORTLAND, OR, BARTENDER, START DATE 10/2/2020, 6 HRS PER MONTH, 0 HRS DURING TRADING, BARTENDING AND SERVE FOOD.; POWER OF ATTORNEY FATHER, INV RELATED, LAS VEGAS, NV, START: 9/1/2022, 0 HOURS A MONTH, 0 HOURS DURING TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-10

Other Names

• Kelly Murphy
• Kelly Anny Murphy