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Kevin C. Murphree

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CRD#: 7456143
KM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Chase Murphree was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 2022. Kevin had worked at 1 firm and has passed the Series 65 exam.

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Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Kevin C. Murphree is the Founder, Managing Member, and CEO of Laguna Pacific Advisors, LLC, and the Managing Partner and CEO of Laguna Pacific, LLP. Mr. Murphree is a licensed Certified Public Accountant in the State of California. Laguna Pacific LLP was founded by Kevin C. Murphree on September 23, 2021, and is located at 1836 N New Hampshire Avenue, Suite 205, Los Angeles, California 90027. The business provides tax preparation, audit, review, and compilation services, financial planning services (excluding investment financial planning services), budgeting & analysis, other financial consulting services, and other accounting services. The business does not provide investment advice. Kevin C. Murphree currently performs the services provided above. The expected hours for 2022 will be less than 40/month and less than 4 hours per day during trading hours. Laguna Pacific LLP and its CPA does not have any signatory authority over client's accounts of the LLP. Starting in January 2020, Mr. Murphree began employment at the Siegfried Group, LLP as a Senior Accounting Consultant and currently provides accounting consulting and resourcing services. His roles at The Siegfried Group, LLP have included controllership, financial reporting, and accounting consulting. The Siegfried Group, LLP is located at 1201 N Market Street, Suite 700, Wilmington, Delaware 19801. The Siegfried Group, LLP does not provide investment advice. The expected hours for 2022 will be approximately 200/month and less than 5 hours per day during trading hours.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 9, 2022 - January 4, 2023

LAGUNA PACIFIC ADVISORS

RIA
CRD#: 317200
Los Angeles, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/19/2020
Uniform Investment Adviser Law Examination

Current Firm

LP
LAGUNA PACIFIC ADVISORS
LAGUNA PACIFIC ADVISORS | LAGUNA PACIFIC ADVISORS LLC

CRD#: 317200 / SEC#:

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Contact information

Main Address
1836 N New Hampshire Avenue #205, Los Angeles, CA 90027
Mailing Address
Phone number
(213) 422-4656
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

LAGUNA PACIFIC ADVISORS

CRD#: 317200

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