Steven
Murphy

Usa Financial Securities Corporation

CRD#7314485
Investment Advisor
in Tustin, CA

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About this Advisor

Steven Murphy is a financial advisor working out of Tustin, California with a total of 1 year of industry experience. Murphy is currently employed by Usa Financial Securities Corporation. Throughout their career, they have worked at Sterling Wealth Partners, Life Pacific University, Fullerton College, California State University, Sonora High School and Whittier Area Community Church. Murphy holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California and Idaho. Usa Financial Securities Corporation is an advisory business based out of Ada, MI. It has offices in 126 locations and a total of 166 financial advisors. It oversees $224 million in assets across its 1,433 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,433 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in investable assets. Usa Financial Securities Corporation performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which service is provided. Fees billed by Usa Financial Securities Corporation most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

17332 Irvine Blvd #130
Tustin, CA 92780

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$223,546,536

CA Average: $943,424,332
Total Number of Employees

166

CA Average: 21
Total Number of Accounts

1,433

CA Average: 1,586
Average Account Size

$155,999

CA Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Steven Murphy Work History

Steven has been registered as a financial advisor for 1 years.*

2020 - Present (4 years)

Sterling Wealth Partners

2019 - 2020 (1 year)

Whittier Area Community Church

2018 - 2021 (3 years)

California State University

2016 - 2018 (2 years)

Fullerton College

2015 - 2016 (1 year)

Life Pacific University

2011 - 2015 (4 years)

Sonora High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usa Financial Securities Corporation

Shannon Larosse
Ada, MI
Michael Frantz
Ada, MI
Kevin Dudka
Ada, MI
Susan Green
Tustin, CA
Robert Travers
Oak Forest, IL
Michael Smolko
Ada, MI
Kyle Beals
Raleigh, NC
Rebecca Miller
Ada, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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