Unclaimed Profile

John Joseph Murphy

PACIFIC COAST INVESTMENT ADVISORS, LLC·LAKE OSWEGO, Oregon

Series 1, Series 53, Series 63, Series 65Clean record23 years registeredPACIFIC COAST INVESTMENT ADVISORS, LLC

5285 SW MEADOWS ROAD, LAKE OSWEGO, OR 97035CRD# 343260Firm CRD# 137963

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Murphy · LAKE OSWEGO, OR

Registration

CRD #343260 · PACIFIC COAST INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC COAST INVESTMENT ADVISORS, LLC

PACIFIC COAST INVESTMENT ADVISORS, LLC

May 2006 – Sep 2023

LAKE OSWEGO, OR

MORGAN STANLEY

Apr 2003 – May 2006

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 1

Series 53

Series 63

Series 65

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC COAST INVESTMENT ADVISORS, LLC

CRD 137963 · SEC 801-131414

AUM

$114M

Regulatory assets under management

Employees

332 client accounts

Services offered by PACIFIC COAST INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC COAST INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Murphy offer?

John Joseph Murphy specializes in Financial Planning, Investment Management.

What are John Joseph Murphy's credentials?

John Joseph Murphy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Murphy located?

John Joseph Murphy is based in LAKE OSWEGO, Oregon, last registered with PACIFIC COAST INVESTMENT ADVISORS, LLC.

How does John Joseph Murphy charge for services?

John Joseph Murphy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC COAST INVESTMENT ADVISORS, LLC?

PACIFIC COAST INVESTMENT ADVISORS, LLC has approximately 1 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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