Unclaimed Profile

Patrick Cormac Murphy

CACHETECH·LOGAN, Utah

Series 3, Series 7, Series 63CFAClean record12 years registeredCACHETECH

701 S MAIN ST, LOGAN, UT 84321CRD# 5504210Firm CRD# 327688

Profile Verification

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

Identity

Patrick Cormac Murphy · LOGAN, UT

Registration

CRD #5504210 · CACHETECH · 12 years registered

Brand Profile

Not yet started

Career History

CACHETECH

Dec 2023 – present

ADAMS WEALTH ADVISORS

Apr 2020 – present

CHARLES SCHWAB INVESTMENT ADVISORY, INC

May 2014 – Apr 2020

Lone Tree, CO

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · May 13, 2014

Years registered · 12

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CACHETECH

CRD 327688 · SEC 801-128689

AUM

$132M

Regulatory assets under management

Employees

478 client accounts

Services offered by CACHETECH

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CACHETECH →

Introduction

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Frequently Asked Questions

What services does Patrick Cormac Murphy offer?

Patrick Cormac Murphy specializes in Retirement Planning, Wealth Management. Contact their office in LOGAN, Utah for a consultation.

What are Patrick Cormac Murphy's credentials?

Patrick Cormac Murphy holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Patrick Cormac Murphy located?

Patrick Cormac Murphy is based in LOGAN, Utah, working with CACHETECH. Their office serves clients in the LOGAN metropolitan area and surrounding communities.

How does Patrick Cormac Murphy charge for services?

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

How large is CACHETECH?

CACHETECH has approximately 8 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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