Unclaimed Profile

Kevin Ian Murray

MURRAY FINANCIAL SERVICES, INC·CHICO, California

SIE, Series 7, Series 24, Series 31, Series 63, Series 66Clean record20 years registeredMURRAY FINANCIAL SERVICES, INC

140 YELLOWSTONE DRIVE, CHICO, CA 95973CRD# 2404155Firm CRD# 176528

Profile Verification

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

Identity

Kevin Ian Murray · CHICO, CA

Registration

CRD #2404155 · MURRAY FINANCIAL SERVICES, INC · 20 years registered

Brand Profile

Not yet started

Career History

MURRAY FINANCIAL SERVICES, INC

Oct 2015 – present

LPL FINANCIAL LLC

Jul 2006 – Sep 2016

CHICO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 66

Registration record

First registered · July 25, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MURRAY FINANCIAL SERVICES, INC

CRD 176528 · SEC 801-126157

AUM

$118M

Regulatory assets under management

Employees

304 client accounts

Services offered by MURRAY FINANCIAL SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MURRAY FINANCIAL SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Kevin Ian Murray offer?

Kevin Ian Murray specializes in Financial Planning, Investment Management. Contact their office in CHICO, California for a consultation.

What are Kevin Ian Murray's credentials?

Kevin Ian Murray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Ian Murray located?

Kevin Ian Murray is based in CHICO, California, working with MURRAY FINANCIAL SERVICES, INC. Their office serves clients in the CHICO metropolitan area and surrounding communities.

How does Kevin Ian Murray charge for services?

Kevin Ian Murray'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 MURRAY FINANCIAL SERVICES, INC?

MURRAY FINANCIAL SERVICES, INC has approximately 3 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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